+118,920.4%
AAPL vs HDB
+4,291.4%
+114,629.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.9% | +2.0% |
| 7D | +1.8% | +6.9% | -5.2% | -0.2% |
| 30D | +4.3% | +15.2% | -10.9% | +0.1% |
| 3M | +16.6% | +11.7% | +4.9% | +12.6% |
| 6M | +21.6% | +7.5% | +14.1% | +18.3% |
| YTD | +31.2% | -28.8% | +60.0% | +43.1% |
| 1Y | +29.6% | -29.1% | +58.7% | +41.3% |
| 3Y | +93.1% | -7.0% | +100.1% | +91.6% |
| 5Y | +146.2% | -22.1% | +168.3% | +154.0% |
| 10Y | +1,326.9% | +64.9% | +1,262.0% | +1,037.3% |
| All | +118,920.4% | +4,291.4% | +114,629.0% | +39,851.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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