+106,784.6%
AAPL vs IVZ
+973.1%
+105,811.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.4% | -2.0% | -0.3% |
| 7D | +4.1% | +7.6% | -3.5% | +1.8% |
| 30D | +4.0% | +4.3% | -0.4% | +2.4% |
| 3M | +16.8% | -9.3% | +26.1% | +19.8% |
| 6M | +19.4% | +5.2% | +14.2% | +16.5% |
| YTD | +31.5% | +13.4% | +18.1% | +24.5% |
| 1Y | +31.0% | +25.4% | +5.6% | +20.2% |
| 3Y | +95.3% | +152.5% | -57.2% | +41.7% |
| 5Y | +143.4% | +36.7% | +106.7% | +108.0% |
| 10Y | +1,330.5% | +45.0% | +1,285.5% | +992.5% |
| All | +106,784.6% | +973.1% | +105,811.6% | +40,388.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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