+80.1%
AAPL vs IOT
+55.2%
+24.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.5% | +0.3% |
| 7D | -3.0% | +5.1% | -8.0% | -3.7% |
| 30D | +2.3% | -3.0% | +5.3% | +2.6% |
| 3M | +8.6% | +15.0% | -6.3% | +5.8% |
| 6M | +21.6% | +13.1% | +8.4% | +17.9% |
| YTD | +16.3% | +9.0% | +7.3% | +12.6% |
| 1Y | +35.1% | +0.1% | +34.9% | +31.9% |
| 3Y | +79.4% | +26.4% | +52.9% | +61.5% |
| All | +80.1% | +55.2% | +24.8% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 2026-09-09: compounded portfolio wealth divided by compounded IOT 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 2026-09-09 analysis · Full analysis span regression · 6 months rolling