+146.2%
AAPL vs GD
+102.9%
+43.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | +1.8% | +0.6% | +1.1% | +1.5% |
| 30D | +4.3% | +9.5% | -5.2% | +0.6% |
| 3M | +16.6% | -5.8% | +22.5% | +19.1% |
| 6M | +21.6% | +7.7% | +13.9% | +17.6% |
| YTD | +31.2% | +11.1% | +20.1% | +24.4% |
| 1Y | +29.6% | +6.1% | +23.5% | +25.3% |
| 3Y | +93.1% | +59.8% | +33.3% | +49.3% |
| 5Y | +146.2% | +104.6% | +41.6% | +69.7% |
| All | +146.2% | +102.9% | +43.3% | +69.7% |
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