+118,270.4%
AAPL vs IBB
+577.3%
+117,693.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | 0.0% |
| 7D | +5.0% | +0.8% | +4.2% | +4.5% |
| 30D | +3.5% | +5.2% | -1.7% | +0.2% |
| 3M | +13.1% | +8.6% | +4.5% | +6.9% |
| 6M | +19.0% | +27.8% | -8.8% | +1.7% |
| YTD | +28.5% | +28.8% | -0.3% | +8.7% |
| 1Y | +29.7% | +36.4% | -6.7% | +5.8% |
| 3Y | +89.2% | +89.3% | -0.1% | +24.9% |
| 5Y | +141.2% | +43.3% | +97.9% | +87.3% |
| 10Y | +1,306.6% | +130.6% | +1,176.0% | +715.1% |
| All | +118,270.4% | +577.3% | +117,693.1% | +31,725.4% |
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