+143.3%
AAPL vs IRM
+187.5%
-44.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | +4.1% | +6.8% | -2.6% | +2.4% |
| 30D | +4.0% | +2.6% | +1.4% | +3.0% |
| 3M | +16.8% | -9.5% | +26.3% | +19.3% |
| 6M | +19.4% | -8.5% | +27.9% | +21.2% |
| YTD | +31.5% | +40.3% | -8.8% | +16.0% |
| 1Y | +31.0% | +28.7% | +2.3% | +18.6% |
| 3Y | +95.3% | +111.8% | -16.5% | +35.5% |
| All | +143.3% | +187.5% | -44.1% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 5y: compounded portfolio wealth divided by compounded IRM 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…
5y analysis · Full analysis span regression · 6 months rolling