+1,237.1%
AAPL vs EW
+121.7%
+1,115.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -3.0% | -5.1% | +2.1% | -1.2% |
| 30D | +2.3% | -6.4% | +8.7% | +4.6% |
| 3M | +8.6% | -1.6% | +10.2% | +8.9% |
| 6M | +21.6% | +2.3% | +19.3% | +19.9% |
| YTD | +16.3% | +1.1% | +15.2% | +15.0% |
| 1Y | +35.1% | +8.0% | +27.1% | +30.2% |
| 3Y | +79.4% | +16.3% | +63.0% | +59.1% |
| 5Y | +109.8% | -29.4% | +139.2% | +122.0% |
| 10Y | +1,237.1% | +125.6% | +1,111.5% | +825.6% |
| All | +1,237.1% | +121.7% | +1,115.4% | +825.6% |
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