+109.8%
AAPL vs IRM
+190.5%
-80.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | -0.1% |
| 7D | -3.0% | +3.0% | -6.0% | -3.8% |
| 30D | +2.3% | -5.2% | +7.5% | +3.6% |
| 3M | +8.6% | -8.0% | +16.7% | +10.6% |
| 6M | +21.6% | +9.2% | +12.4% | +17.1% |
| YTD | +16.3% | +41.0% | -24.7% | +2.8% |
| 1Y | +35.1% | +23.3% | +11.8% | +24.2% |
| 3Y | +79.4% | +102.8% | -23.5% | +27.5% |
| 5Y | +109.8% | +192.8% | -82.9% | +27.2% |
| All | +109.8% | +190.5% | -80.6% | +27.2% |
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