+136,554.2%
AAPL vs IBM
+2,666.4%
+133,887.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.3% |
| 7D | +1.8% | -1.7% | +3.5% | +2.7% |
| 30D | +4.3% | +10.1% | -5.8% | -0.8% |
| 3M | +16.6% | +4.8% | +11.8% | +13.1% |
| 6M | +21.6% | +12.6% | +9.0% | +7.5% |
| YTD | +31.2% | -13.9% | +45.1% | +30.7% |
| 1Y | +29.6% | -18.7% | +48.3% | +32.9% |
| 3Y | +93.1% | +81.9% | +11.2% | +22.1% |
| 5Y | +146.2% | +148.3% | -2.1% | +29.5% |
| 10Y | +1,326.9% | +143.6% | +1,183.2% | +615.3% |
| All | +136,554.2% | +2,666.4% | +133,887.9% | +20,084.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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