+17,169.0%
AAPL vs MA
+15,518.6%
+1,650.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.4% |
| 7D | +3.8% | -1.7% | +5.6% | +4.7% |
| 30D | +9.9% | +1.7% | +8.2% | +9.0% |
| 3M | +12.5% | +17.2% | -4.7% | +4.4% |
| 6M | +27.6% | +13.3% | +14.3% | +19.6% |
| YTD | +22.6% | +0.2% | +22.4% | +21.3% |
| 1Y | +45.0% | -2.7% | +47.7% | +45.2% |
| 3Y | +87.8% | +39.1% | +48.7% | +58.6% |
| 5Y | +128.7% | +68.8% | +59.9% | +75.7% |
| 10Y | +1,308.9% | +515.1% | +793.8% | +531.4% |
| All | +17,169.0% | +15,518.6% | +1,650.4% | +2,635.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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