+40,731.7%
AAPL vs DLR
+3,595.7%
+37,136.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | +1.6% | -1.5% | -0.5% |
| 30D | +3.0% | -3.4% | +6.3% | +4.0% |
| 3M | +2.9% | +0.5% | +2.4% | +2.1% |
| 6M | +22.1% | +4.6% | +17.5% | +19.3% |
| YTD | +18.0% | +23.4% | -5.4% | +8.7% |
| 1Y | +33.9% | +19.0% | +14.9% | +24.3% |
| 3Y | +71.2% | +56.5% | +14.6% | +41.4% |
| 5Y | +112.6% | +33.3% | +79.3% | +81.9% |
| 10Y | +1,198.8% | +165.1% | +1,033.6% | +756.1% |
| All | +40,731.7% | +3,595.7% | +37,136.0% | +10,763.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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