+1,249.0%
AAPL vs LIN
+424.3%
+824.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.2% |
| 7D | -0.7% | +0.2% | -0.9% | -0.7% |
| 30D | +1.7% | +6.5% | -4.8% | -2.0% |
| 3M | +9.7% | +5.5% | +4.2% | +6.1% |
| 6M | +19.3% | +3.3% | +16.0% | +16.4% |
| YTD | +26.3% | +22.0% | +4.2% | +10.7% |
| 1Y | +27.4% | +25.7% | +1.6% | +9.4% |
| 3Y | +93.6% | +36.2% | +57.4% | +56.7% |
| 5Y | +131.7% | +66.1% | +65.6% | +63.0% |
| All | +1,249.0% | +424.3% | +824.8% | +423.9% |
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