+133,818.2%
AAPL vs GPC
+2,105.4%
+131,712.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.3% |
| 7D | +5.0% | +0.4% | +4.7% | +4.9% |
| 30D | +3.5% | -1.8% | +5.3% | +4.2% |
| 3M | +13.1% | -6.6% | +19.6% | +16.1% |
| 6M | +19.0% | +21.3% | -2.3% | +7.9% |
| YTD | +28.5% | +4.3% | +24.3% | +22.6% |
| 1Y | +29.7% | +3.3% | +26.4% | +24.1% |
| 3Y | +89.2% | +0.8% | +88.5% | +76.1% |
| 5Y | +141.2% | +7.4% | +133.8% | +114.6% |
| 10Y | +1,306.6% | +79.2% | +1,227.4% | +813.7% |
| All | +133,818.2% | +2,105.4% | +131,712.8% | +28,441.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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