+1,306.6%
AAPL vs JD
+26.7%
+1,279.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +5.0% | +5.2% | -0.2% | +3.8% |
| 30D | +3.5% | +4.5% | -1.0% | +2.4% |
| 3M | +13.1% | -15.4% | +28.5% | +16.9% |
| 6M | +19.0% | -6.0% | +25.1% | +20.0% |
| YTD | +28.5% | +2.2% | +26.4% | +26.8% |
| 1Y | +29.7% | -6.7% | +36.4% | +30.4% |
| 3Y | +89.2% | +20.5% | +68.7% | +69.6% |
| 5Y | +141.2% | -58.4% | +199.6% | +162.1% |
| 10Y | +1,306.6% | +32.5% | +1,274.1% | +915.8% |
| All | +1,306.6% | +26.7% | +1,279.9% | +915.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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