+1,191.2%
AAPL vs META
+378.5%
+812.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.9% |
| 7D | +0.1% | +6.7% | -6.6% | -2.4% |
| 30D | +3.0% | +4.8% | -1.8% | +1.0% |
| 3M | +2.9% | -1.6% | +4.5% | +2.3% |
| 6M | +22.1% | -7.5% | +29.6% | +23.2% |
| YTD | +18.0% | -6.4% | +24.4% | +17.9% |
| 1Y | +33.9% | -17.3% | +51.3% | +39.6% |
| 3Y | +71.2% | +109.9% | -38.8% | +16.0% |
| 5Y | +112.6% | +65.4% | +47.2% | +51.2% |
| All | +1,191.2% | +378.5% | +812.8% | +381.4% |
Cumulative growth
Daily Returns
Daily percentage return beside META.
Daily Out/Under-Performance
Portfolio return minus META return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × META 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 META 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