+122,851.4%
AAPL vs FHN
+1,824.4%
+121,027.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.1% | +1.2% | -1.1% | -0.2% |
| 30D | +3.0% | -4.7% | +7.7% | +4.0% |
| 3M | +2.9% | +3.5% | -0.7% | +1.9% |
| 6M | +22.1% | +7.8% | +14.3% | +19.7% |
| YTD | +18.0% | +5.9% | +12.1% | +16.1% |
| 1Y | +33.9% | +12.5% | +21.5% | +29.4% |
| 3Y | +71.2% | +117.2% | -46.0% | +40.2% |
| 5Y | +112.6% | +86.5% | +26.1% | +71.6% |
| 10Y | +1,198.8% | +125.7% | +1,073.0% | +824.6% |
| All | +122,851.4% | +1,824.4% | +121,027.0% | +39,324.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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