+250,037.0%
AAPL vs DIA
+1,122.5%
+248,914.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +4.1% | +2.1% | +2.0% | +1.8% |
| 30D | +4.0% | +1.5% | +2.5% | +2.3% |
| 3M | +16.8% | -2.4% | +19.2% | +19.7% |
| 6M | +19.4% | +6.0% | +13.4% | +11.7% |
| YTD | +31.5% | +10.1% | +21.4% | +18.0% |
| 1Y | +31.0% | +11.8% | +19.2% | +15.5% |
| 3Y | +95.3% | +59.7% | +35.6% | +18.3% |
| 5Y | +143.4% | +57.9% | +85.5% | +51.8% |
| 10Y | +1,330.5% | +236.2% | +1,094.3% | +307.4% |
| All | +250,037.0% | +1,122.5% | +248,914.5% | +22,850.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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