+104,533.6%
AAPL vs DRI
+7,577.7%
+96,955.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +0.1% | +0.6% | -0.5% | -0.1% |
| 30D | +3.0% | +3.8% | -0.9% | +1.9% |
| 3M | +2.9% | +13.0% | -10.1% | -0.5% |
| 6M | +22.1% | +8.3% | +13.8% | +19.2% |
| YTD | +18.0% | +20.6% | -2.6% | +11.8% |
| 1Y | +33.9% | +6.5% | +27.5% | +30.5% |
| 3Y | +71.2% | +53.7% | +17.5% | +50.7% |
| 5Y | +112.6% | +72.7% | +39.9% | +80.6% |
| 10Y | +1,198.8% | +363.2% | +835.6% | +696.2% |
| All | +104,533.6% | +7,577.7% | +96,955.9% | +34,998.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling