+107,727.6%
AAPL vs IAG
+368.9%
+107,358.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.1% |
| 7D | -2.7% | +4.3% | -7.0% | -3.0% |
| 30D | +1.0% | +9.8% | -8.8% | +0.4% |
| 3M | +5.0% | +28.9% | -24.0% | +3.1% |
| 6M | +23.0% | -7.6% | +30.6% | +22.9% |
| YTD | +16.6% | +22.0% | -5.3% | +14.2% |
| 1Y | +33.4% | +99.5% | -66.1% | +26.5% |
| 3Y | +79.9% | +818.3% | -738.4% | +52.8% |
| 5Y | +109.0% | +785.9% | -676.9% | +73.8% |
| 10Y | +1,210.4% | +381.1% | +829.3% | +981.9% |
| All | +107,727.6% | +368.9% | +107,358.8% | +80,281.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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