+1,237.1%
AAPL vs IBB
+122.2%
+1,114.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.3% |
| 7D | -3.0% | -3.9% | +0.9% | -0.5% |
| 30D | +2.3% | +2.7% | -0.4% | +0.2% |
| 3M | +8.6% | +21.4% | -12.7% | -4.6% |
| 6M | +21.6% | +20.1% | +1.5% | +7.0% |
| YTD | +16.3% | +21.9% | -5.6% | +1.0% |
| 1Y | +35.1% | +44.1% | -9.1% | +4.4% |
| 3Y | +79.4% | +63.4% | +16.0% | +24.7% |
| 5Y | +109.8% | +19.8% | +90.1% | +78.1% |
| 10Y | +1,237.1% | +127.0% | +1,110.1% | +686.0% |
| All | +1,237.1% | +122.2% | +1,114.8% | +686.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling