+24,493.0%
AAPL vs EFV
+256.4%
+24,236.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.7% |
| 7D | -2.7% | +1.0% | -3.7% | -3.4% |
| 30D | +1.0% | +0.2% | +0.8% | +0.9% |
| 3M | +5.0% | +9.6% | -4.7% | -1.9% |
| 6M | +23.0% | +14.0% | +9.0% | +11.5% |
| YTD | +16.6% | +18.5% | -1.8% | +2.7% |
| 1Y | +33.4% | +27.9% | +5.5% | +11.0% |
| 3Y | +79.9% | +92.4% | -12.6% | +10.9% |
| 5Y | +109.0% | +97.2% | +11.8% | +26.8% |
| 10Y | +1,210.4% | +163.0% | +1,047.4% | +548.7% |
| All | +24,493.0% | +256.4% | +24,236.6% | +9,816.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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