+33,978.3%
AAPL vs EW
+8,226.0%
+25,752.3%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.7% | +0.3% | +1.6% |
| 7D | +1.8% | +6.5% | -4.7% | +0.1% |
| 30D | +4.3% | +22.5% | -18.2% | -1.0% |
| 3M | +16.6% | +13.0% | +3.7% | +12.9% |
| 6M | +21.6% | +37.1% | -15.5% | +11.7% |
| YTD | +31.2% | +24.1% | +7.1% | +23.3% |
| 1Y | +29.6% | +24.2% | +5.3% | +21.7% |
| 3Y | +93.1% | +64.8% | +28.3% | +63.0% |
| 5Y | +146.2% | -7.4% | +153.7% | +137.6% |
| 10Y | +1,326.9% | +248.8% | +1,078.1% | +901.8% |
| All | +33,978.3% | +8,226.0% | +25,752.3% | +12,928.3% |
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