+113,221.9%
AAPL vs MOH
+1,330.6%
+111,891.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.2% | +0.4% | +3.0% |
| 7D | -0.5% | -1.3% | +0.8% | -0.3% |
| 30D | +7.1% | +3.0% | +4.2% | +6.5% |
| 3M | +12.1% | +1.2% | +10.9% | +11.4% |
| 6M | +25.4% | +41.7% | -16.3% | +17.1% |
| YTD | +20.5% | +15.4% | +5.0% | +14.9% |
| 1Y | +44.5% | +11.8% | +32.7% | +37.6% |
| 3Y | +85.8% | -37.5% | +123.3% | +88.6% |
| 5Y | +124.8% | -20.6% | +145.4% | +116.5% |
| 10Y | +1,284.7% | +255.8% | +1,028.9% | +886.1% |
| All | +113,221.9% | +1,330.6% | +111,891.3% | +59,857.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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