+84,361.1%
AAPL vs JBL
+42,879.2%
+41,481.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.3% |
| 7D | -2.7% | +4.4% | -7.1% | -3.7% |
| 30D | +1.0% | -8.4% | +9.5% | +2.7% |
| 3M | +5.0% | -14.2% | +19.1% | +7.3% |
| 6M | +23.0% | +29.6% | -6.6% | +13.9% |
| YTD | +16.6% | +37.1% | -20.4% | +6.2% |
| 1Y | +33.4% | +49.5% | -16.1% | +18.4% |
| 3Y | +79.9% | +192.7% | -112.8% | +32.9% |
| 5Y | +109.0% | +411.3% | -302.3% | +35.5% |
| 10Y | +1,210.4% | +1,447.6% | -237.2% | +553.4% |
| All | +84,361.1% | +42,879.2% | +41,481.9% | +30,477.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling