+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 all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.1% |
| 7D | +0.1% | +0.4% | -0.4% | 0.0% |
| 30D | +3.0% | -3.6% | +6.5% | +4.1% |
| 3M | +2.9% | -1.0% | +3.9% | +3.1% |
| 6M | +22.1% | +6.3% | +15.8% | +19.3% |
| YTD | +18.0% | +14.7% | +3.3% | +12.5% |
| 1Y | +33.9% | +16.9% | +17.0% | +26.5% |
| 3Y | +71.2% | +56.8% | +14.4% | +44.6% |
| 5Y | +112.6% | +5.2% | +107.4% | +102.7% |
| 10Y | +1,198.8% | +35.9% | +1,162.9% | +1,018.6% |
| All | +122,851.5% | +2,347.4% | +120,504.1% | +43,805.1% |
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