+1,298.3%
AAPL vs DAR
+271.3%
+1,027.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | +5.0% | -3.8% | +8.8% | +5.9% |
| 30D | +3.5% | -14.4% | +17.9% | +7.1% |
| 3M | +13.1% | -17.9% | +31.0% | +17.7% |
| 6M | +19.0% | -18.3% | +37.3% | +23.5% |
| YTD | +28.5% | +43.2% | -14.7% | +15.9% |
| 1Y | +29.7% | +57.7% | -28.0% | +13.9% |
| 3Y | +89.2% | +22.7% | +66.5% | +69.2% |
| 5Y | +141.2% | -34.0% | +175.2% | +148.4% |
| All | +1,298.3% | +271.3% | +1,027.0% | +708.8% |
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