+33,932.3%
AAPL vs EW
+8,225.2%
+25,707.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +3.2% | +4.9% | -1.7% | +1.9% |
| 30D | +4.1% | +24.1% | -20.0% | -1.5% |
| 3M | +17.5% | +13.7% | +3.8% | +13.5% |
| 6M | +20.6% | +32.7% | -12.1% | +11.7% |
| YTD | +31.0% | +24.1% | +6.9% | +23.2% |
| 1Y | +30.2% | +23.6% | +6.6% | +22.5% |
| 3Y | +92.9% | +64.8% | +28.1% | +62.8% |
| 5Y | +142.4% | -8.8% | +151.2% | +134.8% |
| 10Y | +1,324.9% | +248.8% | +1,076.2% | +900.4% |
| All | +33,932.3% | +8,225.2% | +25,707.1% | +12,911.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling