+207,944.5%
AAPL vs IT
+6,253.0%
+201,691.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | +3.2% | -3.7% | +6.8% | +4.1% |
| 30D | +4.1% | -3.1% | +7.2% | +4.3% |
| 3M | +17.5% | +6.3% | +11.2% | +14.6% |
| 6M | +20.6% | +24.8% | -4.2% | +11.2% |
| YTD | +31.0% | -24.4% | +55.3% | +34.4% |
| 1Y | +30.2% | -17.1% | +47.3% | +30.4% |
| 3Y | +92.9% | -53.6% | +146.5% | +118.8% |
| 5Y | +142.4% | -42.5% | +184.9% | +158.3% |
| 10Y | +1,324.9% | +88.8% | +1,236.1% | +1,008.5% |
| All | +207,944.5% | +6,253.0% | +201,691.4% | +67,627.1% |
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