+100,997.4%
AAPL vs LIN
+10,749.5%
+90,248.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.3% |
| 7D | -1.4% | +3.6% | -5.0% | -2.7% |
| 30D | +3.2% | +6.4% | -3.2% | +0.7% |
| 3M | +10.8% | +6.5% | +4.3% | +8.1% |
| 6M | +21.3% | +4.9% | +16.5% | +18.9% |
| YTD | +26.9% | +23.4% | +3.5% | +16.5% |
| 1Y | +27.9% | +26.3% | +1.6% | +16.2% |
| 3Y | +97.5% | +38.0% | +59.5% | +73.2% |
| 5Y | +132.9% | +68.0% | +64.9% | +88.9% |
| 10Y | +1,275.7% | +437.1% | +838.6% | +642.3% |
| All | +100,997.4% | +10,749.5% | +90,248.0% | +31,013.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling