+124.8%
AAPL vs HRB
+109.9%
+14.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.1% | +3.6% |
| 7D | -0.5% | -12.2% | +11.7% | +1.1% |
| 30D | +7.1% | -3.0% | +10.1% | +7.2% |
| 3M | +12.1% | +21.7% | -9.6% | +8.7% |
| 6M | +25.4% | +52.3% | -26.9% | +17.1% |
| YTD | +20.5% | +6.5% | +14.0% | +19.5% |
| 1Y | +44.5% | -6.7% | +51.2% | +46.7% |
| 3Y | +85.8% | +25.1% | +60.6% | +73.9% |
| 5Y | +124.8% | +113.8% | +11.0% | +97.9% |
| All | +124.8% | +109.9% | +14.9% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling