+124.8%
AAPL vs IYR
+4.5%
+120.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +4.2% |
| 7D | -0.5% | -2.8% | +2.3% | +1.4% |
| 30D | +7.1% | -2.5% | +9.6% | +8.9% |
| 3M | +12.1% | -3.0% | +15.1% | +14.3% |
| 6M | +25.4% | +1.6% | +23.8% | +23.6% |
| YTD | +20.5% | +7.3% | +13.2% | +14.1% |
| 1Y | +44.5% | +5.6% | +38.9% | +38.3% |
| 3Y | +85.8% | +28.1% | +57.6% | +52.0% |
| 5Y | +124.8% | +6.1% | +118.7% | +118.3% |
| All | +124.8% | +4.5% | +120.2% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 5y: compounded portfolio wealth divided by compounded IYR 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…
5y analysis · Full analysis span regression · 6 months rolling