+1,164.1%
AAPL vs HPE
+595.7%
+568.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.7% | -8.9% | -3.4% |
| 7D | -2.7% | +10.1% | -12.9% | -5.6% |
| 30D | +1.0% | +5.3% | -4.3% | -1.1% |
| 3M | +5.0% | +12.7% | -7.7% | -0.3% |
| 6M | +23.0% | +167.7% | -144.6% | -13.7% |
| YTD | +16.6% | +135.5% | -118.8% | -15.0% |
| 1Y | +33.4% | +143.4% | -110.0% | -4.7% |
| 3Y | +79.9% | +249.2% | -169.3% | +7.3% |
| 5Y | +109.0% | +343.8% | -234.8% | +12.2% |
| 10Y | +1,210.4% | +495.9% | +714.6% | +502.5% |
| All | +1,164.1% | +595.7% | +568.4% | +430.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 HPE 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