+1,276.0%
AAPL vs FN
+837.6%
+438.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +11.9% | -9.4% | +0.3% |
| 7D | +3.7% | +16.3% | -12.6% | +0.1% |
| 30D | +4.2% | -24.7% | +28.9% | +8.4% |
| 3M | +12.0% | -34.9% | +47.0% | +18.5% |
| 6M | +19.8% | -41.1% | +60.9% | +26.8% |
| YTD | +29.3% | -19.6% | +49.0% | +24.5% |
| 1Y | +31.1% | -18.5% | +49.6% | +24.8% |
| 3Y | +94.9% | +119.1% | -24.3% | +31.6% |
| 5Y | +138.1% | +206.9% | -68.9% | +38.2% |
| 10Y | +1,276.0% | +826.4% | +449.5% | +459.9% |
| All | +1,276.0% | +837.6% | +438.4% | +459.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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