+136,904.2%
AAPL vs JPM
+10,894.6%
+126,009.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.1% |
| 7D | +4.1% | +3.5% | +0.6% | +2.9% |
| 30D | +4.0% | +3.3% | +0.7% | +2.8% |
| 3M | +16.8% | -4.2% | +21.0% | +18.4% |
| 6M | +19.4% | +16.4% | +3.0% | +13.0% |
| YTD | +31.5% | +9.5% | +22.0% | +26.7% |
| 1Y | +31.0% | +14.0% | +17.0% | +24.3% |
| 3Y | +95.3% | +153.1% | -57.8% | +39.8% |
| 5Y | +143.4% | +134.9% | +8.5% | +77.2% |
| 10Y | +1,330.5% | +485.7% | +844.8% | +645.3% |
| All | +136,904.2% | +10,894.6% | +126,009.5% | +23,939.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JPM.
Daily Out/Under-Performance
Portfolio return minus JPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JPM 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 JPM 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