+208,759.5%
AAPL vs IT
+6,296.6%
+202,462.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.2% |
| 7D | +4.1% | +1.1% | +3.1% | +3.9% |
| 30D | +4.0% | -1.8% | +5.8% | +3.9% |
| 3M | +16.8% | +4.8% | +12.0% | +14.3% |
| 6M | +19.4% | +33.0% | -13.6% | +8.5% |
| YTD | +31.5% | -23.8% | +55.3% | +34.7% |
| 1Y | +31.0% | -16.5% | +47.5% | +31.0% |
| 3Y | +95.3% | -53.6% | +148.9% | +121.6% |
| 5Y | +143.4% | -42.1% | +185.5% | +158.9% |
| 10Y | +1,330.5% | +90.1% | +1,240.4% | +1,011.0% |
| All | +208,759.5% | +6,296.6% | +202,462.8% | +67,780.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling