+901.0%
AAPL vs FND
+56.5%
+844.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.5% |
| 7D | +3.8% | -5.8% | +9.6% | +5.3% |
| 30D | +9.9% | -20.2% | +30.1% | +15.8% |
| 3M | +12.5% | -12.0% | +24.4% | +14.9% |
| 6M | +27.6% | -18.5% | +46.1% | +31.8% |
| YTD | +22.6% | -22.3% | +44.8% | +27.2% |
| 1Y | +45.0% | -47.6% | +92.6% | +65.4% |
| 3Y | +87.8% | -49.8% | +137.5% | +107.3% |
| 5Y | +128.7% | -63.0% | +191.6% | +159.8% |
| All | +901.0% | +56.5% | +844.5% | +717.2% |
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