+122,851.5%
AAPL vs D
+2,347.4%
+120,504.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +0.1% | +1.5% | -1.4% | -0.4% |
| 30D | +3.0% | -2.6% | +5.6% | +3.8% |
| 3M | +2.9% | 0.0% | +2.9% | +2.8% |
| 6M | +22.1% | +7.4% | +14.7% | +19.0% |
| YTD | +18.0% | +15.9% | +2.1% | +12.1% |
| 1Y | +33.9% | +18.1% | +15.8% | +26.2% |
| 3Y | +71.2% | +58.4% | +12.8% | +44.2% |
| 5Y | +112.6% | +5.2% | +107.4% | +102.8% |
| 10Y | +1,198.8% | +35.9% | +1,162.9% | +1,018.7% |
| All | +122,851.5% | +2,347.4% | +120,504.1% | +43,808.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling