+228,884.6%
AAPL vs FE
+561.4%
+228,323.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | +0.1% | +1.9% | -1.9% | -0.5% |
| 30D | +3.0% | -1.2% | +4.1% | +3.3% |
| 3M | +2.9% | +3.5% | -0.6% | +1.8% |
| 6M | +22.1% | -6.1% | +28.2% | +24.1% |
| YTD | +18.0% | +7.6% | +10.4% | +14.9% |
| 1Y | +33.9% | +11.9% | +22.0% | +28.7% |
| 3Y | +71.2% | +48.4% | +22.7% | +49.0% |
| 5Y | +112.6% | +44.8% | +67.8% | +85.6% |
| 10Y | +1,198.8% | +115.9% | +1,082.9% | +880.7% |
| All | +228,884.6% | +561.4% | +228,323.2% | +113,444.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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