+863.9%
AAPL vs FND
+66.0%
+797.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -2.9% |
| 7D | +0.1% | -5.2% | +5.3% | +1.3% |
| 30D | +3.0% | -19.9% | +22.8% | +8.3% |
| 3M | +2.9% | +2.7% | +0.2% | +1.0% |
| 6M | +22.1% | -21.7% | +43.8% | +27.4% |
| YTD | +18.0% | -17.5% | +35.5% | +20.8% |
| 1Y | +33.9% | -39.3% | +73.2% | +47.2% |
| 3Y | +71.2% | -49.8% | +120.9% | +89.3% |
| 5Y | +112.6% | -60.1% | +172.7% | +137.2% |
| All | +863.9% | +66.0% | +797.9% | +676.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling