+72,422.8%
AAPL vs M
+401.4%
+72,021.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | +0.5% |
| 7D | -0.7% | -4.3% | +3.6% | +0.2% |
| 30D | +1.7% | +1.3% | +0.4% | +1.3% |
| 3M | +9.7% | -7.4% | +17.1% | +11.1% |
| 6M | +19.3% | +18.3% | +1.0% | +13.9% |
| YTD | +26.3% | +7.6% | +18.7% | +22.5% |
| 1Y | +27.4% | +17.4% | +10.0% | +20.9% |
| 3Y | +93.6% | +108.4% | -14.8% | +54.4% |
| 5Y | +131.7% | -10.6% | +142.3% | +109.9% |
| 10Y | +1,268.5% | -3.2% | +1,271.7% | +909.1% |
| All | +72,422.8% | +401.4% | +72,021.4% | +23,243.8% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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