+121,410.5%
AAPL vs MKC
+3,364.7%
+118,045.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | -2.7% | -4.3% | +1.6% | -1.5% |
| 30D | +1.0% | -2.0% | +3.0% | +1.6% |
| 3M | +5.0% | +10.0% | -5.0% | +1.7% |
| 6M | +23.0% | -18.5% | +41.6% | +29.4% |
| YTD | +16.6% | -22.4% | +39.1% | +23.8% |
| 1Y | +33.4% | -23.6% | +57.0% | +41.8% |
| 3Y | +79.9% | -30.4% | +110.3% | +93.9% |
| 5Y | +109.0% | -34.2% | +143.2% | +127.0% |
| 10Y | +1,210.4% | +26.8% | +1,183.6% | +1,073.3% |
| All | +121,410.5% | +3,364.7% | +118,045.8% | +53,870.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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