+141.2%
AAPL vs EXPE
+38.0%
+103.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.2% |
| 7D | +5.0% | -11.2% | +16.2% | +7.4% |
| 30D | +3.5% | -7.5% | +11.0% | +4.7% |
| 3M | +13.1% | -19.1% | +32.1% | +17.3% |
| 6M | +19.0% | +10.7% | +8.3% | +14.7% |
| YTD | +28.5% | -9.9% | +38.5% | +28.2% |
| 1Y | +29.7% | -4.6% | +34.3% | +27.3% |
| 3Y | +89.2% | +116.8% | -27.5% | +45.4% |
| 5Y | +141.2% | +38.6% | +102.6% | +99.4% |
| All | +141.2% | +38.0% | +103.2% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 5y: compounded portfolio wealth divided by compounded EXPE 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…
5y analysis · Full analysis span regression · 6 months rolling