+50,463.5%
AAPL vs IJR
+1,119.4%
+49,344.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.4% | +4.3% |
| 7D | -0.5% | -2.3% | +1.8% | +1.3% |
| 30D | +7.1% | -4.7% | +11.8% | +11.1% |
| 3M | +12.1% | +2.1% | +10.0% | +9.8% |
| 6M | +25.4% | +13.9% | +11.6% | +12.6% |
| YTD | +20.5% | +18.2% | +2.2% | +4.7% |
| 1Y | +44.5% | +21.8% | +22.7% | +22.2% |
| 3Y | +85.8% | +52.2% | +33.6% | +28.6% |
| 5Y | +124.8% | +40.1% | +84.6% | +65.9% |
| 10Y | +1,284.7% | +169.7% | +1,115.0% | +460.8% |
| All | +50,463.5% | +1,119.4% | +49,344.1% | +4,380.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded IJR 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling