+1,249.0%
AAPL vs GD
+190.6%
+1,058.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -0.7% | -5.0% | +4.3% | +1.5% |
| 30D | +1.7% | +8.9% | -7.2% | -2.2% |
| 3M | +9.7% | -8.0% | +17.7% | +13.4% |
| 6M | +19.3% | +2.9% | +16.4% | +17.1% |
| YTD | +26.3% | +7.1% | +19.2% | +20.8% |
| 1Y | +27.4% | +5.9% | +21.5% | +22.4% |
| 3Y | +93.6% | +53.9% | +39.7% | +53.3% |
| 5Y | +131.7% | +95.4% | +36.3% | +62.5% |
| All | +1,249.0% | +190.6% | +1,058.5% | +807.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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