+5,395.8%
AAPL vs GNRC
+2,020.8%
+3,375.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.6% | +6.1% | +4.1% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +7.1% | -15.8% | +22.9% | +10.9% |
| 3M | +12.1% | -24.0% | +36.1% | +17.5% |
| 6M | +25.4% | -13.8% | +39.2% | +26.6% |
| YTD | +20.5% | +33.2% | -12.8% | +9.0% |
| 1Y | +44.5% | -1.8% | +46.3% | +39.2% |
| 3Y | +85.8% | +57.7% | +28.0% | +54.8% |
| 5Y | +124.8% | -59.7% | +184.5% | +141.4% |
| 10Y | +1,284.7% | +430.7% | +854.0% | +724.7% |
| All | +5,395.8% | +2,020.8% | +3,375.0% | +2,504.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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