+121,410.5%
AAPL vs HPQ
+2,897.0%
+118,513.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.5% | +3.3% | +0.6% |
| 7D | -2.7% | -0.5% | -2.3% | -2.6% |
| 30D | +1.0% | +3.7% | -2.7% | -0.9% |
| 3M | +5.0% | +24.3% | -19.3% | -4.9% |
| 6M | +23.0% | +64.8% | -41.7% | -2.9% |
| YTD | +16.6% | +43.9% | -27.3% | -3.1% |
| 1Y | +33.4% | +11.7% | +21.8% | +22.0% |
| 3Y | +79.9% | +19.7% | +60.2% | +54.7% |
| 5Y | +109.0% | +32.2% | +76.8% | +67.8% |
| 10Y | +1,210.4% | +198.9% | +1,011.5% | +594.0% |
| All | +121,410.5% | +2,897.0% | +118,513.5% | +19,087.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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