+1,278.0%
AAPL vs JBL
+1,558.3%
-280.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.0% | -3.3% | +0.1% |
| 7D | +3.8% | +2.4% | +1.4% | +2.9% |
| 30D | +9.9% | -13.1% | +23.0% | +14.7% |
| 3M | +12.5% | -15.6% | +28.1% | +17.1% |
| 6M | +27.6% | +24.6% | +3.1% | +13.6% |
| YTD | +22.6% | +39.6% | -17.0% | +3.8% |
| 1Y | +45.0% | +48.6% | -3.6% | +18.5% |
| 3Y | +87.8% | +197.3% | -109.5% | +7.7% |
| 5Y | +128.7% | +413.0% | -284.3% | -0.1% |
| All | +1,278.0% | +1,558.3% | -280.3% | +276.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 10y: compounded portfolio wealth divided by compounded JBL 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…
10y analysis · Full analysis span regression · 6 months rolling