+116,184.9%
AAPL vs IBB
+566.2%
+115,618.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -1.5% |
| 7D | -0.7% | -1.8% | +1.2% | +0.4% |
| 30D | +1.7% | +5.1% | -3.4% | -1.6% |
| 3M | +9.7% | +10.7% | -1.0% | +2.4% |
| 6M | +19.3% | +22.9% | -3.6% | +4.3% |
| YTD | +26.3% | +26.7% | -0.4% | +7.8% |
| 1Y | +27.4% | +35.1% | -7.7% | +4.5% |
| 3Y | +93.6% | +80.2% | +13.4% | +31.6% |
| 5Y | +131.7% | +37.8% | +93.8% | +84.1% |
| 10Y | +1,268.5% | +161.2% | +1,107.3% | +636.0% |
| All | +116,184.9% | +566.2% | +115,618.8% | +31,470.3% |
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