+121,294.5%
AAPL vs HIG
+1,002.1%
+120,292.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.3% |
| 7D | +0.1% | +0.3% | -0.2% | 0.0% |
| 30D | +3.0% | -3.2% | +6.2% | +3.5% |
| 3M | +2.9% | +9.1% | -6.3% | +1.3% |
| 6M | +22.1% | -1.8% | +23.9% | +22.3% |
| YTD | +18.0% | +1.8% | +16.3% | +17.5% |
| 1Y | +33.9% | +4.6% | +29.4% | +32.7% |
| 3Y | +71.2% | +101.6% | -30.5% | +51.3% |
| 5Y | +112.6% | +124.5% | -11.9% | +84.3% |
| 10Y | +1,198.8% | +317.8% | +881.0% | +888.8% |
| All | +121,294.5% | +1,002.1% | +120,292.5% | +62,366.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling