+167,943.8%
AAPL vs IRM
+9,772.9%
+158,170.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | +4.1% | +6.8% | -2.6% | +2.6% |
| 30D | +4.0% | +2.6% | +1.4% | +3.1% |
| 3M | +16.8% | -9.5% | +26.3% | +19.0% |
| 6M | +19.4% | -8.5% | +27.9% | +20.9% |
| YTD | +31.5% | +40.3% | -8.8% | +19.7% |
| 1Y | +31.0% | +28.7% | +2.3% | +21.5% |
| 3Y | +95.3% | +111.8% | -16.5% | +58.1% |
| 5Y | +143.4% | +189.1% | -45.7% | +81.9% |
| 10Y | +1,330.5% | +519.8% | +810.7% | +783.8% |
| All | +167,943.8% | +9,772.9% | +158,170.9% | +73,504.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling