+109.8%
AAPL vs FND
-61.3%
+171.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | -3.0% | -0.8% | -2.2% | -2.8% |
| 30D | +2.3% | -19.6% | +21.9% | +7.6% |
| 3M | +8.6% | -4.3% | +13.0% | +8.6% |
| 6M | +21.6% | -20.4% | +42.0% | +26.4% |
| YTD | +16.3% | -21.9% | +38.2% | +20.6% |
| 1Y | +35.1% | -45.2% | +80.2% | +53.4% |
| 3Y | +79.4% | -49.2% | +128.6% | +96.3% |
| 5Y | +109.8% | -61.8% | +171.6% | +126.7% |
| All | +109.8% | -61.3% | +171.1% | +126.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling