+8,634.8%
AAPL vs MELI
+8,841.9%
-207.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MELI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.2% |
| 7D | -0.5% | -4.3% | +3.8% | +0.5% |
| 30D | +7.1% | -1.7% | +8.8% | +7.4% |
| 3M | +12.1% | +20.0% | -7.9% | +7.0% |
| 6M | +25.4% | +9.4% | +16.0% | +21.6% |
| YTD | +20.5% | -5.4% | +25.8% | +20.2% |
| 1Y | +44.5% | -18.8% | +63.4% | +48.8% |
| 3Y | +85.8% | +33.5% | +52.3% | +65.0% |
| 5Y | +124.8% | +3.2% | +121.6% | +97.6% |
| 10Y | +1,284.7% | +967.9% | +316.8% | +552.4% |
| All | +8,634.8% | +8,841.9% | -207.1% | +1,868.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MELI.
Daily Out/Under-Performance
Portfolio return minus MELI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MELI 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 MELI 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