+27,329.2%
AAPL vs EXPE
+733.4%
+26,595.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +3.2% | -4.2% | +7.4% | +4.2% |
| 30D | +4.1% | -4.5% | +8.6% | +4.6% |
| 3M | +17.5% | -19.7% | +37.2% | +22.5% |
| 6M | +20.6% | +18.3% | +2.3% | +14.3% |
| YTD | +31.0% | -7.3% | +38.3% | +29.5% |
| 1Y | +30.2% | -3.9% | +34.1% | +27.4% |
| 3Y | +92.9% | +123.0% | -30.2% | +48.7% |
| 5Y | +142.4% | +47.9% | +94.5% | +97.9% |
| 10Y | +1,324.9% | +126.5% | +1,198.4% | +845.8% |
| All | +27,329.2% | +733.4% | +26,595.8% | +8,955.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling