+1,278.0%
AAPL vs AU
+699.0%
+579.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.7% |
| 7D | +3.8% | -4.3% | +8.1% | +4.0% |
| 30D | +9.9% | +7.3% | +2.6% | +9.5% |
| 3M | +12.5% | +26.3% | -13.8% | +11.1% |
| 6M | +27.6% | +1.8% | +25.9% | +27.0% |
| YTD | +22.6% | +26.8% | -4.3% | +20.6% |
| 1Y | +45.0% | +66.7% | -21.7% | +40.8% |
| 3Y | +87.8% | +579.1% | -491.3% | +70.4% |
| 5Y | +128.7% | +689.3% | -560.7% | +105.1% |
| All | +1,278.0% | +699.0% | +579.0% | +1,200.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling