+132,150.7%
AAPL vs DOC
+2,926.9%
+129,223.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -1.4% | +6.2% | -7.6% | -3.1% |
| 30D | +3.2% | +6.5% | -3.3% | +1.2% |
| 3M | +10.8% | -6.2% | +17.0% | +12.7% |
| 6M | +21.3% | +25.6% | -4.3% | +12.3% |
| YTD | +26.9% | +32.1% | -5.1% | +15.5% |
| 1Y | +27.9% | +20.3% | +7.6% | +19.5% |
| 3Y | +97.5% | +42.7% | +54.7% | +72.8% |
| 5Y | +132.9% | -22.2% | +155.1% | +142.3% |
| 10Y | +1,275.7% | +16.5% | +1,259.2% | +1,108.9% |
| All | +132,150.7% | +2,926.9% | +129,223.8% | +55,986.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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