+82,935.3%
AAPL vs DHI
+12,289.5%
+70,645.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +6.0% | +4.1% |
| 7D | -0.5% | -6.1% | +5.6% | +0.8% |
| 30D | +7.1% | -10.1% | +17.2% | +9.5% |
| 3M | +12.1% | -7.3% | +19.4% | +13.6% |
| 6M | +25.4% | -6.1% | +31.5% | +26.3% |
| YTD | +20.5% | -5.0% | +25.5% | +20.6% |
| 1Y | +44.5% | -22.1% | +66.6% | +50.4% |
| 3Y | +85.8% | +19.2% | +66.5% | +72.8% |
| 5Y | +124.8% | +59.4% | +65.3% | +94.1% |
| 10Y | +1,284.7% | +401.8% | +882.8% | +815.4% |
| All | +82,935.3% | +12,289.5% | +70,645.8% | +32,908.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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