+614.3%
AAPL vs DOW
-15.8%
+630.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -1.7% |
| 7D | +0.1% | -2.4% | +2.5% | +0.7% |
| 30D | +3.0% | +0.4% | +2.6% | +2.6% |
| 3M | +2.9% | -14.4% | +17.3% | +6.9% |
| 6M | +22.1% | -7.0% | +29.1% | +21.4% |
| YTD | +18.0% | +30.2% | -12.2% | +4.3% |
| 1Y | +33.9% | +29.2% | +4.7% | +17.4% |
| 3Y | +71.2% | -36.7% | +107.9% | +85.7% |
| 5Y | +112.6% | -37.7% | +150.3% | +128.9% |
| All | +614.3% | -15.8% | +630.1% | +513.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling