+122,851.5%
AAPL vs GD
+20,186.5%
+102,664.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -1.9% |
| 7D | +0.1% | -5.3% | +5.3% | +2.0% |
| 30D | +3.0% | -6.4% | +9.4% | +5.3% |
| 3M | +2.9% | +5.7% | -2.8% | +0.7% |
| 6M | +22.1% | -0.9% | +23.0% | +22.0% |
| YTD | +18.0% | +8.2% | +9.9% | +13.9% |
| 1Y | +33.9% | +13.4% | +20.5% | +27.0% |
| 3Y | +71.2% | +68.5% | +2.7% | +39.7% |
| 5Y | +112.6% | +97.2% | +15.5% | +64.1% |
| 10Y | +1,198.8% | +190.2% | +1,008.6% | +760.8% |
| All | +122,851.5% | +20,186.5% | +102,664.9% | +37,519.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling