+27,366.3%
AAPL vs EXPE
+729.3%
+26,637.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.3% | +1.5% |
| 7D | +1.8% | -17.8% | +19.5% | +6.2% |
| 30D | +4.3% | -3.2% | +7.5% | +4.5% |
| 3M | +16.6% | -19.0% | +35.6% | +21.4% |
| 6M | +21.6% | +17.7% | +3.9% | +15.4% |
| YTD | +31.2% | -7.8% | +38.9% | +29.8% |
| 1Y | +29.6% | -1.4% | +30.9% | +25.9% |
| 3Y | +93.1% | +121.9% | -28.8% | +49.1% |
| 5Y | +146.2% | +44.3% | +102.0% | +102.2% |
| 10Y | +1,326.9% | +125.4% | +1,201.5% | +848.1% |
| All | +27,366.3% | +729.3% | +26,637.0% | +8,978.2% |
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