+1,783.4%
AAPL vs HLT
+641.9%
+1,141.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | -0.5% | -2.6% | +2.1% | +0.5% |
| 30D | +7.1% | -2.6% | +9.7% | +8.2% |
| 3M | +12.1% | -9.4% | +21.5% | +16.3% |
| 6M | +25.4% | +2.7% | +22.7% | +23.3% |
| YTD | +20.5% | +6.8% | +13.7% | +16.5% |
| 1Y | +44.5% | +12.4% | +32.2% | +36.5% |
| 3Y | +85.8% | +100.2% | -14.4% | +39.1% |
| 5Y | +124.8% | +143.7% | -19.0% | +54.0% |
| 10Y | +1,284.7% | +584.9% | +699.8% | +530.7% |
| All | +1,783.4% | +641.9% | +1,141.5% | +769.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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