+1,254.4%
AAPL vs GAP
+27.6%
+1,226.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.7% | +3.9% |
| 7D | -0.5% | -6.3% | +5.8% | +0.4% |
| 30D | +7.1% | -0.2% | +7.3% | +6.9% |
| 3M | +12.1% | 0.0% | +12.1% | +11.8% |
| 6M | +25.4% | -8.1% | +33.5% | +26.1% |
| YTD | +20.5% | -16.5% | +36.9% | +22.3% |
| 1Y | +44.5% | -10.5% | +55.0% | +44.7% |
| 3Y | +85.8% | +104.0% | -18.2% | +58.0% |
| 5Y | +124.8% | +6.8% | +118.0% | +100.8% |
| All | +1,254.4% | +27.6% | +1,226.8% | +967.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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