+1,367.3%
AAPL vs LIN
+424.2%
+943.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | 0.0% |
| 7D | +4.1% | +2.1% | +2.0% | +2.9% |
| 30D | +4.0% | +6.8% | -2.8% | 0.0% |
| 3M | +16.8% | +10.4% | +6.4% | +10.0% |
| 6M | +19.4% | +3.2% | +16.2% | +16.7% |
| YTD | +31.5% | +24.6% | +6.9% | +13.8% |
| 1Y | +31.0% | +24.4% | +6.6% | +13.3% |
| 3Y | +95.3% | +36.7% | +58.5% | +57.7% |
| 5Y | +143.4% | +67.0% | +76.3% | +70.6% |
| All | +1,367.3% | +424.2% | +943.2% | +453.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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