+1,276.0%
AAPL vs FIVE
+596.6%
+679.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.6% | -3.2% | +1.1% |
| 7D | +3.7% | +6.2% | -2.5% | +2.2% |
| 30D | +4.2% | +18.2% | -14.0% | +0.1% |
| 3M | +12.0% | +3.8% | +8.2% | +10.5% |
| 6M | +19.8% | +13.7% | +6.0% | +14.8% |
| YTD | +29.3% | +34.7% | -5.4% | +18.3% |
| 1Y | +31.1% | +66.6% | -35.5% | +13.6% |
| 3Y | +94.9% | +44.3% | +50.6% | +63.9% |
| 5Y | +138.1% | +18.8% | +119.3% | +103.0% |
| 10Y | +1,276.0% | +569.2% | +706.8% | +757.2% |
| All | +1,276.0% | +596.6% | +679.4% | +757.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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