+224,380.1%
AAPL vs DIA
+1,144.9%
+223,235.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.9% |
| 7D | +0.1% | -0.2% | +0.3% | +0.3% |
| 30D | +3.0% | -1.5% | +4.5% | +4.6% |
| 3M | +2.9% | +3.8% | -0.9% | -1.3% |
| 6M | +22.1% | +10.3% | +11.8% | +9.6% |
| YTD | +18.0% | +12.1% | +5.9% | +4.1% |
| 1Y | +33.9% | +18.6% | +15.3% | +11.1% |
| 3Y | +71.2% | +60.6% | +10.5% | +3.2% |
| 5Y | +112.6% | +64.4% | +48.2% | +27.3% |
| 10Y | +1,198.8% | +250.1% | +948.7% | +254.5% |
| All | +224,380.1% | +1,144.9% | +223,235.3% | +20,131.3% |
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