+24.7%
AAPL vs IRE
-85.3%
+110.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -7.8% | +11.4% | +3.6% |
| 7D | -0.5% | +7.9% | -8.4% | -0.5% |
| 30D | +7.1% | +9.3% | -2.2% | +7.0% |
| 3M | +12.1% | -52.3% | +64.4% | +13.1% |
| 6M | +25.4% | -38.5% | +63.9% | +25.7% |
| YTD | +20.5% | -54.8% | +75.3% | +20.0% |
| All | +24.7% | -85.3% | +110.0% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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