+121,410.5%
AAPL vs HRB
+3,134.5%
+118,276.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.5% | +5.3% | +0.4% |
| 7D | -2.7% | -9.1% | +6.3% | -0.5% |
| 30D | +1.0% | +0.3% | +0.8% | +0.4% |
| 3M | +5.0% | +23.4% | -18.4% | -1.1% |
| 6M | +23.0% | +45.1% | -22.1% | +10.0% |
| YTD | +16.6% | +8.9% | +7.8% | +11.3% |
| 1Y | +33.4% | -7.9% | +41.3% | +32.4% |
| 3Y | +79.9% | +27.9% | +51.9% | +61.0% |
| 5Y | +109.0% | +108.3% | +0.7% | +61.7% |
| 10Y | +1,210.4% | +208.4% | +1,002.0% | +742.0% |
| All | +121,410.5% | +3,134.5% | +118,276.1% | +27,238.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling