+125,296.3%
AAPL vs FLR
+603.8%
+124,692.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.1% |
| 7D | +0.1% | +5.4% | -5.3% | -1.0% |
| 30D | +3.0% | +11.4% | -8.4% | +0.4% |
| 3M | +2.9% | +11.4% | -8.5% | -0.3% |
| 6M | +22.1% | +16.6% | +5.5% | +16.3% |
| YTD | +18.0% | +41.7% | -23.7% | +7.8% |
| 1Y | +33.9% | +35.4% | -1.5% | +22.8% |
| 3Y | +71.2% | +57.3% | +13.9% | +46.0% |
| 5Y | +112.6% | +241.0% | -128.4% | +49.1% |
| 10Y | +1,198.8% | +16.6% | +1,182.1% | +880.5% |
| All | +125,296.3% | +603.8% | +124,692.5% | +53,676.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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