+1,237.1%
AAPL vs DAR
+364.6%
+872.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | +2.3% | +7.4% | -5.2% | +0.5% |
| 3M | +8.6% | +15.7% | -7.1% | +4.5% |
| 6M | +21.6% | +30.0% | -8.5% | +13.2% |
| YTD | +16.3% | +87.5% | -71.2% | -1.0% |
| 1Y | +35.1% | +113.4% | -78.3% | +10.6% |
| 3Y | +79.4% | +15.3% | +64.1% | +65.3% |
| 5Y | +109.8% | -4.3% | +114.2% | +97.6% |
| 10Y | +1,237.1% | +380.2% | +856.9% | +637.6% |
| All | +1,237.1% | +364.6% | +872.4% | +637.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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