+117,045.3%
AAPL vs AU
+789.2%
+116,256.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -3.0% | +0.6% | -3.6% | -3.0% |
| 30D | +2.3% | +12.3% | -10.0% | +1.4% |
| 3M | +8.6% | +29.4% | -20.7% | +6.5% |
| 6M | +21.6% | +3.2% | +18.3% | +20.6% |
| YTD | +16.3% | +31.8% | -15.5% | +13.2% |
| 1Y | +35.1% | +83.4% | -48.3% | +28.2% |
| 3Y | +79.4% | +623.1% | -543.7% | +52.9% |
| 5Y | +109.8% | +700.5% | -590.7% | +75.3% |
| 10Y | +1,237.1% | +717.6% | +519.5% | +975.8% |
| All | +117,045.3% | +789.2% | +116,256.1% | +88,642.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling