+220,813.7%
AAPL vs CHRW
+3,789.5%
+217,024.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | +3.2% | +4.7% | -1.5% | +1.7% |
| 30D | +4.1% | -2.6% | +6.7% | +4.5% |
| 3M | +17.5% | -8.0% | +25.5% | +19.4% |
| 6M | +20.6% | -19.0% | +39.6% | +25.6% |
| YTD | +31.0% | -15.5% | +46.5% | +32.9% |
| 1Y | +30.2% | -10.8% | +41.0% | +29.7% |
| 3Y | +92.9% | +79.8% | +13.0% | +47.7% |
| 5Y | +142.4% | +59.3% | +83.1% | +90.0% |
| 10Y | +1,324.9% | +129.6% | +1,195.3% | +862.9% |
| All | +220,813.7% | +3,789.5% | +217,024.2% | +58,627.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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