+2,069.6%
AAPL vs META
+1,352.7%
+716.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | META | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.0% | +2.4% | -0.4% |
| 7D | -1.4% | -3.1% | +1.8% | -0.5% |
| 30D | +3.2% | -18.1% | +21.3% | +9.1% |
| 3M | +10.8% | +2.9% | +7.9% | +8.8% |
| 6M | +21.3% | +0.2% | +21.1% | +19.0% |
| YTD | +26.9% | -8.1% | +35.0% | +26.6% |
| 1Y | +27.9% | -4.5% | +32.4% | +25.9% |
| 3Y | +97.5% | +94.2% | +3.3% | +51.7% |
| 5Y | +132.9% | +79.1% | +53.8% | +71.3% |
| 10Y | +1,275.7% | +405.9% | +869.8% | +682.4% |
| All | +2,069.6% | +1,352.7% | +716.8% | +1,004.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling