+132.9%
AAPL vs DECK
+25.8%
+107.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | -1.4% | +6.0% | -7.4% | -2.7% |
| 30D | +3.2% | +7.4% | -4.3% | +1.4% |
| 3M | +10.8% | -11.7% | +22.4% | +13.6% |
| 6M | +21.3% | -11.0% | +32.3% | +23.8% |
| YTD | +26.9% | -15.4% | +42.3% | +29.9% |
| 1Y | +27.9% | +7.2% | +20.6% | +23.3% |
| 3Y | +97.5% | -11.8% | +109.3% | +81.1% |
| 5Y | +132.9% | +24.3% | +108.6% | +82.2% |
| All | +132.9% | +25.8% | +107.1% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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