+135,205.8%
AAPL vs DAR
+1,499.7%
+133,706.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.3% |
| 7D | +4.1% | +11.6% | -7.4% | +3.4% |
| 30D | +4.0% | -10.2% | +14.2% | +4.6% |
| 3M | +16.8% | -14.8% | +31.6% | +17.9% |
| 6M | +19.4% | -10.1% | +29.5% | +19.9% |
| YTD | +31.5% | +55.5% | -24.0% | +27.4% |
| 1Y | +31.0% | +61.7% | -30.7% | +26.5% |
| 3Y | +95.3% | +37.2% | +58.1% | +88.9% |
| 5Y | +143.4% | -26.9% | +170.3% | +143.4% |
| 10Y | +1,330.5% | +314.4% | +1,016.1% | +1,191.2% |
| All | +135,205.8% | +1,499.7% | +133,706.1% | +129,717.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling