+1,237.1%
AAPL vs FFIV
+239.4%
+997.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.1% | -1.8% |
| 7D | -3.0% | +3.5% | -6.4% | -4.3% |
| 30D | +2.3% | -1.3% | +3.6% | +2.4% |
| 3M | +8.6% | +2.4% | +6.2% | +6.3% |
| 6M | +21.6% | +41.8% | -20.3% | +2.5% |
| YTD | +16.3% | +58.5% | -42.2% | -7.3% |
| 1Y | +35.1% | +24.3% | +10.7% | +18.8% |
| 3Y | +79.4% | +152.0% | -72.7% | +10.9% |
| 5Y | +109.8% | +99.1% | +10.7% | +41.5% |
| 10Y | +1,237.1% | +242.8% | +994.3% | +652.4% |
| All | +1,237.1% | +239.4% | +997.6% | +652.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 10y: compounded portfolio wealth divided by compounded FFIV 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…
10y analysis · Full analysis span regression · 6 months rolling