+136,904.2%
AAPL vs LEN
+10,606.4%
+126,297.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | -5.8% | +9.9% | +5.5% |
| 30D | +4.0% | +13.7% | -9.7% | +0.7% |
| 3M | +16.8% | -3.9% | +20.7% | +17.2% |
| 6M | +19.4% | -0.4% | +19.8% | +18.3% |
| YTD | +31.5% | -16.8% | +48.3% | +34.9% |
| 1Y | +31.0% | -29.5% | +60.5% | +39.2% |
| 3Y | +95.3% | -25.6% | +120.9% | +101.3% |
| 5Y | +143.4% | -13.2% | +156.6% | +139.1% |
| 10Y | +1,330.5% | +138.5% | +1,192.1% | +965.3% |
| All | +136,904.2% | +10,606.4% | +126,297.8% | +36,146.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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