+132,150.6%
AAPL vs IP
+327.4%
+131,823.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.4% | -0.3% |
| 7D | -1.4% | -5.0% | +3.6% | +0.2% |
| 30D | +3.2% | +6.5% | -3.4% | +1.0% |
| 3M | +10.8% | -18.0% | +28.8% | +17.1% |
| 6M | +21.3% | +10.3% | +11.0% | +16.1% |
| YTD | +26.9% | -9.9% | +36.8% | +27.7% |
| 1Y | +27.9% | -1.1% | +28.9% | +24.6% |
| 3Y | +97.5% | +13.0% | +84.5% | +78.1% |
| 5Y | +132.9% | -12.3% | +145.2% | +124.8% |
| 10Y | +1,275.7% | +26.8% | +1,248.9% | +1,024.5% |
| All | +132,150.6% | +327.4% | +131,823.2% | +47,466.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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