+121,410.5%
AAPL vs EFX
+6,208.7%
+115,201.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.2% |
| 7D | -2.7% | -7.8% | +5.1% | -0.2% |
| 30D | +1.0% | -5.7% | +6.7% | +2.8% |
| 3M | +5.0% | +2.5% | +2.4% | +3.6% |
| 6M | +23.0% | -16.7% | +39.7% | +28.9% |
| YTD | +16.6% | -20.2% | +36.8% | +23.0% |
| 1Y | +33.4% | -31.4% | +64.8% | +47.2% |
| 3Y | +79.9% | -10.5% | +90.4% | +77.6% |
| 5Y | +109.0% | -35.2% | +144.2% | +125.6% |
| 10Y | +1,210.4% | +40.2% | +1,170.3% | +973.2% |
| All | +121,410.5% | +6,208.7% | +115,201.9% | +42,143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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