+1,326.9%
AAPL vs DRI
+339.9%
+987.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +1.8% | -0.7% | +2.5% | +2.0% |
| 30D | +4.3% | +14.7% | -10.4% | +0.6% |
| 3M | +16.6% | +5.4% | +11.2% | +14.7% |
| 6M | +21.6% | +18.8% | +2.8% | +15.7% |
| YTD | +31.2% | +28.4% | +2.8% | +21.8% |
| 1Y | +29.6% | +37.7% | -8.1% | +17.9% |
| 3Y | +93.1% | +68.0% | +25.2% | +65.1% |
| 5Y | +146.2% | +78.8% | +67.4% | +105.0% |
| 10Y | +1,326.9% | +334.2% | +992.7% | +979.5% |
| All | +1,326.9% | +339.9% | +987.0% | +979.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling