+1,254.4%
AAPL vs DRI
+348.7%
+905.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.8% |
| 7D | -0.5% | -4.8% | +4.3% | +0.8% |
| 30D | +7.1% | -5.2% | +12.3% | +8.5% |
| 3M | +12.1% | +2.7% | +9.4% | +11.0% |
| 6M | +25.4% | +3.6% | +21.8% | +23.7% |
| YTD | +20.5% | +15.4% | +5.0% | +15.2% |
| 1Y | +44.5% | +1.3% | +43.3% | +42.6% |
| 3Y | +85.8% | +53.1% | +32.7% | +62.9% |
| 5Y | +124.8% | +64.6% | +60.2% | +91.6% |
| All | +1,254.4% | +348.7% | +905.6% | +934.9% |
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