+38,434.7%
AAPL vs MKTX
+1,445.1%
+36,989.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -3.0% | +0.3% | -3.2% | -3.0% |
| 30D | +2.3% | +1.0% | +1.3% | +2.1% |
| 3M | +8.6% | +40.8% | -32.2% | -0.5% |
| 6M | +21.6% | -10.9% | +32.5% | +23.0% |
| YTD | +16.3% | -8.6% | +24.9% | +16.7% |
| 1Y | +35.1% | -11.6% | +46.6% | +36.2% |
| 3Y | +79.4% | -24.5% | +103.9% | +82.0% |
| 5Y | +109.8% | -60.7% | +170.6% | +143.7% |
| 10Y | +1,237.1% | +5.1% | +1,231.9% | +1,106.2% |
| All | +38,434.7% | +1,445.1% | +36,989.6% | +15,328.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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