+109.0%
AAPL vs FLEX
+698.8%
-589.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.9% |
| 7D | -2.7% | +7.0% | -9.7% | -3.9% |
| 30D | +1.0% | -5.8% | +6.8% | +1.8% |
| 3M | +5.0% | -24.2% | +29.2% | +8.7% |
| 6M | +23.0% | +90.8% | -67.8% | -1.4% |
| YTD | +16.6% | +89.2% | -72.6% | -7.1% |
| 1Y | +33.4% | +104.7% | -71.3% | +2.5% |
| 3Y | +79.9% | +478.1% | -398.2% | -9.6% |
| 5Y | +109.0% | +726.2% | -617.2% | -16.3% |
| All | +109.0% | +698.8% | -589.8% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 5y: compounded portfolio wealth divided by compounded FLEX 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…
5y analysis · Full analysis span regression · 6 months rolling