+122,851.5%
AAPL vs HL
+62.0%
+122,789.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -2.4% |
| 7D | +0.1% | +1.5% | -1.4% | 0.0% |
| 30D | +3.0% | +25.1% | -22.1% | +1.4% |
| 3M | +2.9% | +22.9% | -20.0% | +1.3% |
| 6M | +22.1% | -4.9% | +27.0% | +21.8% |
| YTD | +18.0% | +7.8% | +10.2% | +16.1% |
| 1Y | +33.9% | +133.9% | -100.0% | +25.0% |
| 3Y | +71.2% | +380.9% | -309.7% | +50.5% |
| 5Y | +112.6% | +230.2% | -117.6% | +88.3% |
| 10Y | +1,198.8% | +265.6% | +933.2% | +985.0% |
| All | +122,851.5% | +62.0% | +122,789.5% | +94,556.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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