+1,306.6%
AAPL vs FN
+772.0%
+534.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.1% | +0.2% |
| 7D | +5.0% | -4.1% | +9.1% | +5.2% |
| 30D | +3.5% | -28.3% | +31.9% | +8.7% |
| 3M | +13.1% | -33.9% | +46.9% | +19.1% |
| 6M | +19.0% | -43.9% | +62.9% | +27.1% |
| YTD | +28.5% | -23.4% | +52.0% | +24.8% |
| 1Y | +29.7% | -25.4% | +55.1% | +25.7% |
| 3Y | +89.2% | +107.9% | -18.6% | +29.0% |
| 5Y | +141.2% | +195.1% | -53.9% | +40.9% |
| 10Y | +1,306.6% | +794.1% | +512.5% | +479.4% |
| All | +1,306.6% | +772.0% | +534.7% | +479.4% |
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