+81,414.8%
AAPL vs MCHP
+40,888.2%
+40,526.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | -2.7% | +2.8% | -5.5% | -3.6% |
| 30D | +1.0% | -12.8% | +13.8% | +5.1% |
| 3M | +5.0% | -19.2% | +24.2% | +9.9% |
| 6M | +23.0% | +14.5% | +8.5% | +14.6% |
| YTD | +16.6% | +17.1% | -0.5% | +7.1% |
| 1Y | +33.4% | +15.3% | +18.1% | +22.0% |
| 3Y | +79.9% | +0.5% | +79.4% | +62.6% |
| 5Y | +109.0% | +6.1% | +102.9% | +82.5% |
| 10Y | +1,210.4% | +192.2% | +1,018.2% | +706.5% |
| All | +81,414.8% | +40,888.2% | +40,526.6% | +16,558.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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