+187,336.4%
AAPL vs IT
+6,105.9%
+181,230.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.6% | +2.1% | -1.4% |
| 7D | +0.1% | -6.0% | +6.1% | +1.5% |
| 30D | +3.0% | 0.0% | +3.0% | +2.7% |
| 3M | +2.9% | +13.1% | -10.2% | -1.5% |
| 6M | +22.1% | +11.7% | +10.4% | +16.1% |
| YTD | +18.0% | -26.1% | +44.1% | +22.8% |
| 1Y | +33.9% | -21.3% | +55.2% | +36.5% |
| 3Y | +71.2% | -46.7% | +117.9% | +88.4% |
| 5Y | +112.6% | -40.5% | +153.1% | +126.3% |
| 10Y | +1,198.8% | +103.9% | +1,094.9% | +900.2% |
| All | +187,336.4% | +6,105.9% | +181,230.6% | +61,792.5% |
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