+136,904.2%
AAPL vs GAP
+2,131.7%
+134,772.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +4.1% | -1.9% | +6.0% | +4.5% |
| 30D | +4.0% | -7.1% | +11.0% | +5.4% |
| 3M | +16.8% | +4.1% | +12.7% | +15.2% |
| 6M | +19.4% | +1.9% | +17.5% | +17.6% |
| YTD | +31.5% | -15.2% | +46.7% | +33.5% |
| 1Y | +31.0% | -10.6% | +41.6% | +31.2% |
| 3Y | +95.3% | +74.6% | +20.7% | +59.1% |
| 5Y | +143.4% | +3.7% | +139.7% | +109.0% |
| 10Y | +1,330.5% | +2.4% | +1,328.1% | +947.8% |
| All | +136,904.2% | +2,131.7% | +134,772.5% | +24,164.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling