+109.0%
AAPL vs IBB
+20.0%
+89.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | +0.1% |
| 7D | -2.7% | -1.7% | -1.1% | -1.8% |
| 30D | +1.0% | +4.9% | -3.9% | -2.1% |
| 3M | +5.0% | +24.2% | -19.3% | -8.4% |
| 6M | +23.0% | +23.8% | -0.8% | +7.1% |
| YTD | +16.6% | +23.0% | -6.3% | +1.6% |
| 1Y | +33.4% | +46.2% | -12.7% | +3.4% |
| 3Y | +79.9% | +64.8% | +15.1% | +24.9% |
| 5Y | +109.0% | +20.9% | +88.1% | +61.7% |
| All | +109.0% | +20.0% | +89.0% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IBB 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling