+1,278.0%
AAPL vs GOOG
+796.9%
+481.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GOOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +0.9% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +9.9% | -2.0% | +11.9% | +11.1% |
| 3M | +12.5% | -5.9% | +18.4% | +14.7% |
| 6M | +27.6% | +8.9% | +18.7% | +17.7% |
| YTD | +22.6% | +7.1% | +15.4% | +13.8% |
| 1Y | +45.0% | +39.7% | +5.3% | +13.0% |
| 3Y | +87.8% | +145.8% | -58.1% | -3.6% |
| 5Y | +128.7% | +138.6% | -9.9% | +15.8% |
| All | +1,278.0% | +796.9% | +481.1% | +177.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GOOG.
Daily Out/Under-Performance
Portfolio return minus GOOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GOOG 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 10y: compounded portfolio wealth divided by compounded GOOG 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…
10y analysis · Full analysis span regression · 6 months rolling