+1,278.0%
AAPL vs IGV
+365.3%
+912.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | +3.8% | -2.9% | +6.8% | +5.9% |
| 30D | +9.9% | -1.5% | +11.4% | +10.3% |
| 3M | +12.5% | +11.7% | +0.8% | +2.8% |
| 6M | +27.6% | +18.4% | +9.2% | +9.6% |
| YTD | +22.6% | -3.9% | +26.5% | +21.6% |
| 1Y | +45.0% | -9.7% | +54.6% | +50.0% |
| 3Y | +87.8% | +38.4% | +49.3% | +34.6% |
| 5Y | +128.7% | +21.6% | +107.1% | +77.6% |
| All | +1,278.0% | +365.3% | +912.6% | +297.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded IGV 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling