+136,554.2%
AAPL vs GEN
+8,835.9%
+127,718.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.6% |
| 7D | +1.8% | -0.8% | +2.6% | +1.9% |
| 30D | +4.3% | +31.2% | -26.9% | -2.4% |
| 3M | +16.6% | +6.1% | +10.6% | +14.0% |
| 6M | +21.6% | +38.1% | -16.5% | +11.3% |
| YTD | +31.2% | +14.4% | +16.8% | +24.6% |
| 1Y | +29.6% | +15.1% | +14.4% | +22.8% |
| 3Y | +93.1% | +68.5% | +24.6% | +65.7% |
| 5Y | +146.2% | +35.8% | +110.4% | +118.3% |
| 10Y | +1,326.9% | +155.4% | +1,171.5% | +938.8% |
| All | +136,554.2% | +8,835.9% | +127,718.3% | +30,111.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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