+48,609.8%
AAPL vs IVV
+727.1%
+47,882.7%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.9% | -0.9% |
| 7D | -0.7% | -2.7% | +2.0% | +2.4% |
| 30D | +1.7% | -5.4% | +7.1% | +8.0% |
| 3M | +9.7% | -4.1% | +13.7% | +14.6% |
| 6M | +19.3% | +0.7% | +18.6% | +17.3% |
| YTD | +26.3% | +8.7% | +17.5% | +13.8% |
| 1Y | +27.4% | +11.0% | +16.4% | +12.0% |
| 3Y | +93.6% | +75.4% | +18.2% | +1.6% |
| 5Y | +131.7% | +68.3% | +63.4% | +29.4% |
| 10Y | +1,268.5% | +315.5% | +953.0% | +187.6% |
| All | +48,609.8% | +727.1% | +47,882.7% | +6,317.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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