+131,458.9%
AAPL vs D
+2,450.0%
+129,008.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.1% |
| 7D | -0.7% | +3.0% | -3.6% | -1.5% |
| 30D | +1.7% | +11.5% | -9.8% | -1.7% |
| 3M | +9.7% | +3.7% | +6.0% | +8.4% |
| 6M | +19.3% | +13.5% | +5.8% | +14.3% |
| YTD | +26.3% | +20.7% | +5.6% | +18.4% |
| 1Y | +27.4% | +18.2% | +9.1% | +20.0% |
| 3Y | +93.6% | +73.3% | +20.3% | +58.9% |
| 5Y | +131.7% | +12.3% | +119.4% | +116.6% |
| 10Y | +1,268.5% | +43.4% | +1,225.1% | +1,059.1% |
| All | +131,458.9% | +2,450.0% | +129,008.9% | +46,260.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling