+131,458.9%
AAPL vs B
+719.1%
+130,739.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.5% |
| 7D | -0.7% | +9.6% | -10.2% | -1.1% |
| 30D | +1.7% | +3.5% | -1.8% | +1.5% |
| 3M | +9.7% | -1.6% | +11.3% | +9.6% |
| 6M | +19.3% | -1.7% | +21.0% | +19.1% |
| YTD | +26.3% | -5.3% | +31.6% | +26.1% |
| 1Y | +27.4% | +27.2% | +0.2% | +25.4% |
| 3Y | +93.6% | +166.1% | -72.5% | +83.7% |
| 5Y | +131.7% | +136.5% | -4.8% | +120.0% |
| 10Y | +1,268.5% | +172.2% | +1,096.3% | +1,186.7% |
| All | +131,458.9% | +719.1% | +130,739.8% | +131,426.1% |
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 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