+133,818.3%
AAPL vs B
+701.5%
+133,116.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.5% | -0.3% |
| 7D | +5.0% | +7.1% | -2.1% | +4.7% |
| 30D | +3.5% | -3.3% | +6.9% | +3.6% |
| 3M | +13.1% | -2.5% | +15.6% | +13.1% |
| 6M | +19.0% | -7.2% | +26.3% | +19.2% |
| YTD | +28.5% | -7.4% | +35.9% | +28.5% |
| 1Y | +29.7% | +16.4% | +13.3% | +28.2% |
| 3Y | +89.2% | +178.7% | -89.5% | +79.3% |
| 5Y | +141.2% | +121.7% | +19.5% | +129.6% |
| 10Y | +1,306.6% | +208.6% | +1,098.0% | +1,218.5% |
| All | +133,818.3% | +701.5% | +133,116.8% | +133,913.0% |
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