+116,724.1%
AAPL vs DVA
+5,081.6%
+111,642.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +1.0% | -0.9% |
| 7D | -2.7% | +2.2% | -5.0% | -3.0% |
| 30D | +1.0% | -2.0% | +3.0% | +1.3% |
| 3M | +5.0% | -6.3% | +11.2% | +5.5% |
| 6M | +23.0% | +19.4% | +3.6% | +19.3% |
| YTD | +16.6% | +58.5% | -41.9% | +8.5% |
| 1Y | +33.4% | +33.9% | -0.4% | +26.8% |
| 3Y | +79.9% | +88.4% | -8.6% | +60.9% |
| 5Y | +109.0% | +39.5% | +69.5% | +91.1% |
| 10Y | +1,210.4% | +179.5% | +1,031.0% | +974.1% |
| All | +116,724.1% | +5,081.6% | +111,642.5% | +78,035.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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