+123,030.9%
AAPL vs GPN
+2,449.8%
+120,581.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.4% | +0.7% |
| 7D | -3.0% | -6.2% | +3.3% | -0.7% |
| 30D | +2.3% | +1.0% | +1.3% | +1.7% |
| 3M | +8.6% | +36.9% | -28.3% | -3.7% |
| 6M | +21.6% | +16.8% | +4.8% | +13.3% |
| YTD | +16.3% | +13.2% | +3.1% | +8.7% |
| 1Y | +35.1% | +1.4% | +33.6% | +30.7% |
| 3Y | +79.4% | -28.6% | +108.0% | +91.0% |
| 5Y | +109.8% | -47.0% | +156.8% | +141.8% |
| 10Y | +1,237.1% | +25.2% | +1,211.9% | +1,017.1% |
| All | +123,030.9% | +2,449.8% | +120,581.1% | +39,328.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling