+1,326.9%
AAPL vs EPAM
+165.6%
+1,161.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.2% |
| 7D | +1.8% | +18.5% | -16.8% | -3.1% |
| 30D | +4.3% | +44.0% | -39.7% | -5.6% |
| 3M | +16.6% | +63.0% | -46.3% | +1.9% |
| 6M | +21.6% | +67.3% | -45.6% | +3.8% |
| YTD | +31.2% | -20.5% | +51.7% | +34.2% |
| 1Y | +29.6% | -9.6% | +39.2% | +27.8% |
| 3Y | +93.1% | -30.8% | +123.9% | +94.8% |
| 5Y | +146.2% | -75.6% | +221.8% | +220.6% |
| 10Y | +1,326.9% | +159.6% | +1,167.3% | +570.9% |
| All | +1,326.9% | +165.6% | +1,161.3% | +570.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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