+244,915.0%
AAPL vs FE
+563.2%
+244,351.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.7% | 0.0% | -0.6% | -0.7% |
| 30D | +1.7% | +5.2% | -3.5% | +0.2% |
| 3M | +9.7% | 0.0% | +9.7% | +9.6% |
| 6M | +19.3% | +5.0% | +14.3% | +17.3% |
| YTD | +26.3% | +7.9% | +18.4% | +22.8% |
| 1Y | +27.4% | +6.3% | +21.0% | +24.3% |
| 3Y | +93.6% | +46.0% | +47.6% | +69.6% |
| 5Y | +131.7% | +45.6% | +86.0% | +101.9% |
| 10Y | +1,268.5% | +109.3% | +1,159.2% | +943.1% |
| All | +244,915.0% | +563.2% | +244,351.8% | +121,232.6% |
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