+108,576.9%
AAPL vs IBB
+560.8%
+108,016.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.6% | -2.0% |
| 7D | +0.1% | +1.4% | -1.3% | -0.7% |
| 30D | +3.0% | +10.5% | -7.5% | -3.2% |
| 3M | +2.9% | +23.6% | -20.7% | -9.7% |
| 6M | +22.1% | +22.6% | -0.5% | +7.2% |
| YTD | +18.0% | +25.7% | -7.7% | +1.8% |
| 1Y | +33.9% | +51.4% | -17.4% | +2.9% |
| 3Y | +71.2% | +64.4% | +6.8% | +23.4% |
| 5Y | +112.6% | +22.1% | +90.5% | +82.1% |
| 10Y | +1,198.8% | +132.5% | +1,066.3% | +647.9% |
| All | +108,576.9% | +560.8% | +108,016.0% | +29,694.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling