+118,096.4%
AAPL vs MLM
+2,961.7%
+115,134.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -2.9% |
| 7D | +0.1% | -2.9% | +3.0% | +0.9% |
| 30D | +3.0% | -6.8% | +9.8% | +5.0% |
| 3M | +2.9% | -11.2% | +14.1% | +6.1% |
| 6M | +22.1% | -21.8% | +43.9% | +30.5% |
| YTD | +18.0% | -17.0% | +35.0% | +23.4% |
| 1Y | +33.9% | -16.4% | +50.3% | +39.5% |
| 3Y | +71.2% | +14.5% | +56.7% | +60.4% |
| 5Y | +112.6% | +41.7% | +70.9% | +85.9% |
| 10Y | +1,198.8% | +200.0% | +998.7% | +758.1% |
| All | +118,096.4% | +2,961.7% | +115,134.6% | +44,497.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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