+152.4%
AAPL vs EXE
+182.2%
-29.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.9% | +2.0% |
| 7D | +3.8% | -3.1% | +7.0% | +4.3% |
| 30D | +9.9% | -0.9% | +10.8% | +10.1% |
| 3M | +12.5% | +9.6% | +2.9% | +11.0% |
| 6M | +27.6% | -11.6% | +39.2% | +29.4% |
| YTD | +22.6% | -12.6% | +35.1% | +24.2% |
| 1Y | +45.0% | +1.2% | +43.8% | +43.5% |
| 3Y | +87.8% | +18.0% | +69.7% | +79.7% |
| 5Y | +128.7% | +101.1% | +27.6% | +109.8% |
| All | +152.4% | +182.2% | -29.8% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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