+109.4%
AAPL vs CAPR
+84.7%
+24.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.5% |
| 7D | +0.1% | -2.0% | +2.1% | +0.1% |
| 30D | +3.0% | +139.2% | -136.2% | +2.1% |
| 3M | +2.9% | -66.4% | +69.3% | +3.2% |
| 6M | +22.1% | -63.1% | +85.2% | +22.3% |
| YTD | +18.0% | -67.4% | +85.4% | +18.2% |
| 1Y | +33.9% | +58.2% | -24.3% | +28.6% |
| 3Y | +71.2% | +42.2% | +29.0% | +55.2% |
| All | +109.4% | +84.7% | +24.7% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 5y: compounded portfolio wealth divided by compounded CAPR 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…
5y analysis · Full analysis span regression · 6 months rolling