+124.8%
AAPL vs IT
-46.1%
+170.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.0% | +3.4% |
| 7D | -0.5% | -12.7% | +12.2% | +2.8% |
| 30D | +7.1% | -8.9% | +16.0% | +9.3% |
| 3M | +12.1% | +10.1% | +2.0% | +7.8% |
| 6M | +25.4% | +7.3% | +18.2% | +20.1% |
| YTD | +20.5% | -32.4% | +52.8% | +32.0% |
| 1Y | +44.5% | -26.6% | +71.2% | +52.6% |
| 3Y | +85.8% | -51.8% | +137.6% | +121.3% |
| 5Y | +124.8% | -45.6% | +170.4% | +138.7% |
| All | +124.8% | -46.1% | +170.8% | +138.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling