+119,871.9%
AAPL vs HIG
+980.5%
+118,891.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -0.8% |
| 7D | -2.7% | -1.1% | -1.7% | -2.6% |
| 30D | +1.0% | -4.9% | +5.9% | +1.9% |
| 3M | +5.0% | +6.8% | -1.8% | +3.8% |
| 6M | +23.0% | -1.7% | +24.7% | +23.3% |
| YTD | +16.6% | -0.2% | +16.9% | +16.5% |
| 1Y | +33.4% | +5.7% | +27.7% | +31.9% |
| 3Y | +79.9% | +100.3% | -20.4% | +59.1% |
| 5Y | +109.0% | +118.5% | -9.5% | +82.0% |
| 10Y | +1,210.4% | +309.7% | +900.7% | +901.0% |
| All | +119,871.9% | +980.5% | +118,891.4% | +61,842.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded HIG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling