+48,724.8%
AAPL vs IJR
+1,130.2%
+47,594.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.6% |
| 7D | -3.0% | -1.1% | -1.8% | -2.1% |
| 30D | +2.3% | -3.6% | +5.9% | +5.2% |
| 3M | +8.6% | +2.3% | +6.3% | +6.3% |
| 6M | +21.6% | +14.3% | +7.2% | +8.8% |
| YTD | +16.3% | +19.3% | -3.0% | +0.5% |
| 1Y | +35.1% | +22.6% | +12.5% | +13.7% |
| 3Y | +79.4% | +53.5% | +25.8% | +23.4% |
| 5Y | +109.8% | +39.9% | +69.9% | +55.2% |
| 10Y | +1,237.1% | +172.1% | +1,065.0% | +437.9% |
| All | +48,724.8% | +1,130.2% | +47,594.5% | +4,197.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling