+1,278.0%
AAPL vs LOW
+233.5%
+1,044.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +3.8% | -3.7% | +7.6% | +5.6% |
| 30D | +9.9% | -8.9% | +18.8% | +14.4% |
| 3M | +12.5% | -10.4% | +22.9% | +17.6% |
| 6M | +27.6% | -19.4% | +47.0% | +39.0% |
| YTD | +22.6% | -17.1% | +39.7% | +31.2% |
| 1Y | +45.0% | -26.3% | +71.2% | +63.0% |
| 3Y | +87.8% | -9.9% | +97.6% | +89.2% |
| 5Y | +128.7% | +6.1% | +122.6% | +110.8% |
| All | +1,278.0% | +233.5% | +1,044.5% | +747.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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