+121,639.8%
AAPL vs MKSI
+2,175.0%
+119,464.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +4.3% |
| 7D | -0.5% | +4.9% | -5.4% | -2.0% |
| 30D | +7.1% | -11.0% | +18.1% | +10.3% |
| 3M | +12.1% | -17.1% | +29.2% | +14.1% |
| 6M | +25.4% | +16.4% | +9.0% | +13.5% |
| YTD | +20.5% | +64.3% | -43.8% | -3.4% |
| 1Y | +44.5% | +137.7% | -93.2% | +1.4% |
| 3Y | +85.8% | +189.1% | -103.3% | +13.4% |
| 5Y | +124.8% | +83.1% | +41.6% | +53.3% |
| 10Y | +1,284.7% | +509.4% | +775.3% | +498.1% |
| All | +121,639.8% | +2,175.0% | +119,464.8% | +28,706.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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