+974.1%
AAPL vs FND
+57.9%
+916.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.9% |
| 7D | +4.1% | -6.8% | +11.0% | +5.9% |
| 30D | +4.0% | +8.0% | -4.0% | +1.8% |
| 3M | +16.8% | -18.9% | +35.7% | +22.1% |
| 6M | +19.4% | +4.7% | +14.7% | +15.9% |
| YTD | +31.5% | -21.6% | +53.1% | +35.6% |
| 1Y | +31.0% | -22.0% | +53.0% | +35.0% |
| 3Y | +95.3% | -40.4% | +135.7% | +105.8% |
| 5Y | +143.4% | -63.8% | +207.1% | +177.4% |
| All | +974.1% | +57.9% | +916.2% | +771.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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