+1,278.0%
AAPL vs IT
+103.1%
+1,174.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.5% | +0.2% |
| 7D | +3.8% | -3.7% | +7.5% | +4.9% |
| 30D | +9.9% | +0.1% | +9.9% | +9.6% |
| 3M | +12.5% | +20.7% | -8.2% | +4.3% |
| 6M | +27.6% | +12.0% | +15.7% | +19.6% |
| YTD | +22.6% | -28.8% | +51.4% | +32.0% |
| 1Y | +45.0% | -25.5% | +70.5% | +52.4% |
| 3Y | +87.8% | -48.8% | +136.5% | +118.9% |
| 5Y | +128.7% | -42.7% | +171.4% | +150.2% |
| All | +1,278.0% | +103.1% | +1,174.9% | +908.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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