+111,229.3%
AAPL vs IDXX
+53,734.7%
+57,494.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | +3.8% | -5.7% | +9.6% | +5.2% |
| 30D | +9.9% | -11.5% | +21.5% | +12.8% |
| 3M | +12.5% | -9.5% | +22.0% | +14.8% |
| 6M | +27.6% | -16.0% | +43.6% | +32.0% |
| YTD | +22.6% | -25.4% | +48.0% | +29.9% |
| 1Y | +45.0% | -21.8% | +66.8% | +51.4% |
| 3Y | +87.8% | +7.0% | +80.7% | +79.0% |
| 5Y | +128.7% | -26.0% | +154.6% | +132.9% |
| 10Y | +1,308.9% | +358.9% | +949.9% | +915.5% |
| All | +111,229.3% | +53,734.7% | +57,494.6% | +42,915.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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