+123,596.2%
AAPL vs LH
+1,579.7%
+122,016.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +4.1% | +1.1% | +3.1% | +3.9% |
| 30D | +4.0% | +16.7% | -12.8% | +1.0% |
| 3M | +16.8% | +15.1% | +1.7% | +13.7% |
| 6M | +19.4% | +46.3% | -26.9% | +11.1% |
| YTD | +31.5% | +48.8% | -17.3% | +21.9% |
| 1Y | +31.0% | +39.7% | -8.7% | +22.7% |
| 3Y | +95.3% | +87.0% | +8.2% | +72.8% |
| 5Y | +143.4% | +53.0% | +90.4% | +122.1% |
| 10Y | +1,330.5% | +264.3% | +1,066.2% | +1,016.1% |
| All | +123,596.2% | +1,579.7% | +122,016.4% | +69,617.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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