+744.3%
AAPL vs DBX
+20.9%
+723.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.2% | +3.2% |
| 7D | -0.5% | -1.8% | +1.3% | +0.1% |
| 30D | +7.1% | +2.8% | +4.3% | +6.0% |
| 3M | +12.1% | +26.8% | -14.7% | +3.8% |
| 6M | +25.4% | +32.8% | -7.3% | +13.3% |
| YTD | +20.5% | +26.1% | -5.6% | +10.4% |
| 1Y | +44.5% | +14.1% | +30.4% | +36.1% |
| 3Y | +85.8% | +25.7% | +60.0% | +64.3% |
| 5Y | +124.8% | +11.2% | +113.6% | +100.5% |
| All | +744.3% | +20.9% | +723.4% | +540.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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