+10,688.5%
AAPL vs HBM
+613.3%
+10,075.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.4% |
| 7D | +0.1% | -6.4% | +6.4% | +1.0% |
| 30D | +3.0% | +5.9% | -2.9% | +1.9% |
| 3M | +2.9% | -8.9% | +11.8% | +3.2% |
| 6M | +22.1% | +10.7% | +11.4% | +18.2% |
| YTD | +18.0% | +38.3% | -20.2% | +9.8% |
| 1Y | +33.9% | +121.3% | -87.4% | +15.4% |
| 3Y | +71.2% | +450.6% | -379.4% | +24.8% |
| 5Y | +112.6% | +338.0% | -225.4% | +54.2% |
| 10Y | +1,198.8% | +578.6% | +620.2% | +678.6% |
| All | +10,688.5% | +613.3% | +10,075.2% | +5,391.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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