+122,851.5%
AAPL vs B
+803.7%
+122,047.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -2.4% |
| 7D | +0.1% | -1.6% | +1.7% | +0.2% |
| 30D | +3.0% | +9.4% | -6.5% | +2.5% |
| 3M | +2.9% | +5.0% | -2.1% | +2.5% |
| 6M | +22.1% | -3.5% | +25.6% | +22.0% |
| YTD | +18.0% | +4.5% | +13.6% | +17.4% |
| 1Y | +33.9% | +67.8% | -33.8% | +30.2% |
| 3Y | +71.2% | +196.7% | -125.5% | +61.7% |
| 5Y | +112.6% | +151.9% | -39.3% | +101.3% |
| 10Y | +1,198.8% | +202.2% | +996.6% | +1,115.4% |
| All | +122,851.5% | +803.7% | +122,047.8% | +122,327.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling