+109.0%
AAPL vs DAR
-8.5%
+117.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.1% | -1.7% |
| 7D | -2.7% | -0.9% | -1.9% | -2.6% |
| 30D | +1.0% | +13.0% | -12.0% | -1.5% |
| 3M | +5.0% | +15.0% | -10.0% | +1.8% |
| 6M | +23.0% | +26.8% | -3.8% | +16.6% |
| YTD | +16.6% | +86.4% | -69.8% | +2.0% |
| 1Y | +33.4% | +115.1% | -81.7% | +12.5% |
| 3Y | +79.9% | +14.6% | +65.3% | +69.8% |
| 5Y | +109.0% | -8.8% | +117.8% | +102.7% |
| All | +109.0% | -8.5% | +117.5% | +102.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling