+125,387.6%
AAPL vs EQT
+2,995.6%
+122,392.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.6% | +3.0% | +3.4% |
| 7D | -0.5% | -1.2% | +0.7% | -0.3% |
| 30D | +7.1% | +1.1% | +6.0% | +6.9% |
| 3M | +12.1% | +4.8% | +7.3% | +10.8% |
| 6M | +25.4% | -10.6% | +36.0% | +27.5% |
| YTD | +20.5% | +3.4% | +17.0% | +18.7% |
| 1Y | +44.5% | +8.7% | +35.9% | +40.7% |
| 3Y | +85.8% | +35.0% | +50.8% | +69.0% |
| 5Y | +124.8% | +204.2% | -79.5% | +65.5% |
| 10Y | +1,284.7% | +52.5% | +1,232.2% | +941.2% |
| All | +125,387.6% | +2,995.6% | +122,392.0% | +53,584.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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