+1,361.6%
AAPL vs B
+218.7%
+1,142.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.2% |
| 7D | +3.2% | -6.2% | +9.4% | +3.9% |
| 30D | +4.1% | -6.6% | +10.7% | +4.7% |
| 3M | +17.5% | -7.9% | +25.4% | +18.2% |
| 6M | +20.6% | -16.8% | +37.4% | +22.4% |
| YTD | +31.0% | -11.7% | +42.7% | +31.3% |
| 1Y | +30.2% | +3.5% | +26.7% | +28.0% |
| 3Y | +92.9% | +165.7% | -72.9% | +68.1% |
| 5Y | +142.4% | +108.4% | +34.0% | +114.1% |
| All | +1,361.6% | +218.7% | +1,142.9% | +1,173.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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