+53,860.6%
AAPL vs IWM
+766.7%
+53,093.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.1% |
| 7D | +5.0% | +0.3% | +4.7% | +4.7% |
| 30D | +3.5% | +0.6% | +2.9% | +2.8% |
| 3M | +13.1% | -6.2% | +19.3% | +18.5% |
| 6M | +19.0% | -0.8% | +19.8% | +18.7% |
| YTD | +28.5% | +14.8% | +13.8% | +13.6% |
| 1Y | +29.7% | +16.1% | +13.6% | +13.3% |
| 3Y | +89.2% | +71.5% | +17.7% | +17.3% |
| 5Y | +141.2% | +25.8% | +115.5% | +91.6% |
| 10Y | +1,306.6% | +155.4% | +1,151.2% | +496.8% |
| All | +53,860.6% | +766.7% | +53,093.8% | +6,614.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWM.
Daily Out/Under-Performance
Portfolio return minus IWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWM 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 IWM 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