+24,612.2%
AAPL vs EXPE
+851.4%
+23,760.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.8% | -2.1% |
| 7D | +0.1% | -9.5% | +9.6% | +2.4% |
| 30D | +3.0% | -6.6% | +9.6% | +4.4% |
| 3M | +2.9% | +31.4% | -28.5% | -4.0% |
| 6M | +22.1% | +35.2% | -13.1% | +12.2% |
| YTD | +18.0% | +5.8% | +12.2% | +14.0% |
| 1Y | +33.9% | +38.7% | -4.7% | +20.2% |
| 3Y | +71.2% | +175.8% | -104.6% | +25.7% |
| 5Y | +112.6% | +111.8% | +0.8% | +59.8% |
| 10Y | +1,198.8% | +179.7% | +1,019.1% | +724.2% |
| All | +24,612.2% | +851.4% | +23,760.7% | +7,871.5% |
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