+85,142.2%
AAPL vs IGV
+970.9%
+84,171.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -1.0% |
| 7D | +0.1% | -4.5% | +4.6% | +3.1% |
| 30D | +3.0% | +3.2% | -0.2% | -0.1% |
| 3M | +2.9% | +4.5% | -1.6% | -1.6% |
| 6M | +22.1% | +22.1% | 0.0% | +2.6% |
| YTD | +18.0% | -1.0% | +19.1% | +14.0% |
| 1Y | +33.9% | -2.1% | +36.0% | +29.7% |
| 3Y | +71.2% | +44.6% | +26.6% | +21.5% |
| 5Y | +112.6% | +22.2% | +90.5% | +66.8% |
| 10Y | +1,198.8% | +364.7% | +834.0% | +287.3% |
| All | +85,142.2% | +970.9% | +84,171.4% | +14,226.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling