+1,367.3%
AAPL vs EW
+254.3%
+1,113.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | 0.0% |
| 7D | +4.1% | +4.9% | -0.8% | +2.4% |
| 30D | +4.0% | +23.9% | -20.0% | -3.5% |
| 3M | +16.8% | +15.8% | +1.0% | +10.8% |
| 6M | +19.4% | +31.7% | -12.3% | +7.9% |
| YTD | +31.5% | +25.7% | +5.8% | +20.3% |
| 1Y | +31.0% | +24.4% | +6.5% | +20.1% |
| 3Y | +95.3% | +65.9% | +29.4% | +51.1% |
| 5Y | +143.4% | -7.6% | +151.0% | +133.9% |
| All | +1,367.3% | +254.3% | +1,113.0% | +795.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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