+1,240.8%
AAPL vs IBB
+124.2%
+1,116.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | +0.2% |
| 7D | -2.7% | -1.7% | -1.1% | -1.7% |
| 30D | +1.0% | +4.9% | -3.9% | -2.3% |
| 3M | +5.0% | +24.2% | -19.3% | -9.2% |
| 6M | +23.0% | +23.8% | -0.8% | +6.1% |
| YTD | +16.6% | +23.0% | -6.3% | +0.7% |
| 1Y | +33.4% | +46.2% | -12.7% | +2.2% |
| 3Y | +79.9% | +64.8% | +15.1% | +24.3% |
| 5Y | +109.0% | +20.9% | +88.1% | +76.3% |
| All | +1,240.8% | +124.2% | +1,116.6% | +683.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling