+122,851.5%
AAPL vs DOC
+2,974.4%
+119,877.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -2.0% |
| 7D | +0.1% | -1.5% | +1.6% | +0.5% |
| 30D | +3.0% | -4.8% | +7.7% | +4.4% |
| 3M | +2.9% | +6.9% | -4.0% | +0.6% |
| 6M | +22.1% | +20.7% | +1.4% | +14.5% |
| YTD | +18.0% | +34.1% | -16.1% | +7.0% |
| 1Y | +33.9% | +22.6% | +11.3% | +24.5% |
| 3Y | +71.2% | +20.8% | +50.3% | +57.2% |
| 5Y | +112.6% | -24.9% | +137.5% | +123.6% |
| 10Y | +1,198.8% | -1.8% | +1,200.6% | +1,099.4% |
| All | +122,851.5% | +2,974.4% | +119,877.1% | +51,874.4% |
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