+133,818.3%
AAPL vs GEN
+8,652.2%
+125,166.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | +5.0% | +1.0% | +4.0% | +4.8% |
| 30D | +3.5% | +29.1% | -25.5% | -2.8% |
| 3M | +13.1% | +2.9% | +10.1% | +11.2% |
| 6M | +19.0% | +33.6% | -14.6% | +9.8% |
| YTD | +28.5% | +12.0% | +16.5% | +22.7% |
| 1Y | +29.7% | +16.2% | +13.5% | +22.7% |
| 3Y | +89.2% | +65.1% | +24.2% | +63.1% |
| 5Y | +141.2% | +33.3% | +107.9% | +114.8% |
| 10Y | +1,306.6% | +149.7% | +1,156.9% | +929.4% |
| All | +133,818.3% | +8,652.2% | +125,166.1% | +29,647.7% |
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