+562.0%
AAPL vs GH
+446.7%
+115.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.4% | +0.6% |
| 7D | +4.1% | +0.6% | +3.6% | +4.1% |
| 30D | +4.0% | -6.9% | +10.9% | +4.7% |
| 3M | +16.8% | -4.9% | +21.7% | +17.0% |
| 6M | +19.4% | +54.1% | -34.7% | +11.4% |
| YTD | +31.5% | +48.5% | -17.0% | +22.5% |
| 1Y | +31.0% | +61.2% | -30.2% | +20.5% |
| 3Y | +95.3% | +570.3% | -475.1% | +39.3% |
| 5Y | +143.4% | +46.1% | +97.2% | +103.0% |
| All | +562.0% | +446.7% | +115.3% | +356.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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