+133.0%
AAPL vs GD
+94.5%
+38.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.3% |
| 7D | -0.7% | -5.0% | +4.3% | +1.2% |
| 30D | +1.7% | +8.9% | -7.2% | -1.8% |
| 3M | +9.7% | -8.0% | +17.7% | +13.0% |
| 6M | +19.3% | +2.9% | +16.4% | +17.4% |
| YTD | +26.3% | +7.1% | +19.2% | +21.4% |
| 1Y | +27.4% | +5.9% | +21.5% | +22.9% |
| 3Y | +93.6% | +53.9% | +39.7% | +51.8% |
| All | +133.0% | +94.5% | +38.5% | +61.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling