+1,237.1%
AAPL vs D
+34.1%
+1,203.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.2% |
| 7D | -3.0% | -0.4% | -2.5% | -2.8% |
| 30D | +2.3% | -2.1% | +4.4% | +2.9% |
| 3M | +8.6% | -0.7% | +9.4% | +8.8% |
| 6M | +21.6% | +5.6% | +16.0% | +19.0% |
| YTD | +16.3% | +14.6% | +1.7% | +10.7% |
| 1Y | +35.1% | +15.3% | +19.7% | +27.9% |
| 3Y | +79.4% | +59.1% | +20.2% | +48.8% |
| 5Y | +109.8% | +3.9% | +105.9% | +103.7% |
| 10Y | +1,237.1% | +38.5% | +1,198.6% | +1,101.8% |
| All | +1,237.1% | +34.1% | +1,203.0% | +1,101.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling