+1,278.0%
AAPL vs GPN
+28.5%
+1,249.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.7% |
| 7D | +3.8% | -4.3% | +8.2% | +5.7% |
| 30D | +9.9% | 0.0% | +9.9% | +9.6% |
| 3M | +12.5% | +35.8% | -23.3% | -1.5% |
| 6M | +27.6% | +22.0% | +5.6% | +15.8% |
| YTD | +22.6% | +15.2% | +7.3% | +12.7% |
| 1Y | +45.0% | +3.5% | +41.5% | +38.7% |
| 3Y | +87.8% | -26.9% | +114.7% | +100.7% |
| 5Y | +128.7% | -44.2% | +172.9% | +166.8% |
| All | +1,278.0% | +28.5% | +1,249.5% | +986.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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