+717.5%
AAPL vs DBX
+16.6%
+700.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.8% | -0.3% |
| 7D | -2.7% | -1.3% | -1.4% | -2.4% |
| 30D | +1.0% | -2.9% | +3.9% | +1.7% |
| 3M | +5.0% | +23.8% | -18.9% | -2.1% |
| 6M | +23.0% | +26.2% | -3.2% | +12.9% |
| YTD | +16.6% | +21.6% | -5.0% | +8.1% |
| 1Y | +33.4% | +11.4% | +22.0% | +26.5% |
| 3Y | +79.9% | +21.3% | +58.6% | +60.9% |
| 5Y | +109.0% | +6.7% | +102.4% | +88.8% |
| All | +717.5% | +16.6% | +700.9% | +527.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling