+49,247.9%
AAPL vs IYR
+707.1%
+48,540.7%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | +4.1% | +0.6% | +3.5% | +3.8% |
| 30D | +4.0% | +6.6% | -2.6% | +0.6% |
| 3M | +16.8% | -1.8% | +18.6% | +17.8% |
| 6M | +19.4% | +1.4% | +18.0% | +18.3% |
| YTD | +31.5% | +10.5% | +21.0% | +24.6% |
| 1Y | +31.0% | +10.6% | +20.3% | +24.0% |
| 3Y | +95.3% | +41.8% | +53.5% | +62.2% |
| 5Y | +143.4% | +6.0% | +137.3% | +133.8% |
| 10Y | +1,330.5% | +86.7% | +1,243.9% | +944.5% |
| All | +49,247.9% | +707.1% | +48,540.7% | +18,029.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling