+885.3%
AAPL vs IR
+332.9%
+552.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +4.1% | +2.5% | +1.6% | +3.3% |
| 30D | +4.0% | +9.2% | -5.2% | +0.7% |
| 3M | +16.8% | +0.9% | +15.8% | +15.9% |
| 6M | +19.4% | +19.2% | +0.2% | +11.2% |
| YTD | +31.5% | +7.5% | +24.0% | +25.6% |
| 1Y | +31.0% | +11.7% | +19.2% | +23.1% |
| 3Y | +95.3% | +23.9% | +71.4% | +73.2% |
| 5Y | +143.4% | +46.4% | +97.0% | +99.8% |
| All | +885.3% | +332.9% | +552.4% | +508.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 10y: compounded portfolio wealth divided by compounded IR 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…
10y analysis · Full analysis span regression · 6 months rolling