+605.9%
AAPL vs DOW
-15.4%
+621.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | -2.7% | -2.9% | +0.2% | -2.0% |
| 30D | +1.0% | +2.0% | -0.9% | +0.2% |
| 3M | +5.0% | -12.5% | +17.5% | +8.4% |
| 6M | +23.0% | -9.2% | +32.2% | +23.4% |
| YTD | +16.6% | +30.8% | -14.1% | +3.0% |
| 1Y | +33.4% | +29.4% | +4.0% | +17.0% |
| 3Y | +79.9% | -34.6% | +114.4% | +93.0% |
| 5Y | +109.0% | -35.9% | +145.0% | +123.1% |
| All | +605.9% | -15.4% | +621.3% | +505.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DOW 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling