+109.4%
AAPL vs GD
+97.9%
+11.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -1.8% |
| 7D | +0.1% | -5.3% | +5.3% | +2.2% |
| 30D | +3.0% | -6.4% | +9.4% | +5.6% |
| 3M | +2.9% | +5.7% | -2.8% | +0.5% |
| 6M | +22.1% | -0.9% | +23.0% | +22.2% |
| YTD | +18.0% | +8.2% | +9.9% | +13.2% |
| 1Y | +33.9% | +13.4% | +20.5% | +25.5% |
| 3Y | +71.2% | +68.5% | +2.7% | +27.9% |
| All | +109.4% | +97.9% | +11.4% | +45.4% |
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