+1,276.0%
AAPL vs MS
+614.4%
+661.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.1% | -0.7% | +1.1% |
| 7D | +3.7% | +0.7% | +2.9% | +3.3% |
| 30D | +4.2% | -0.9% | +5.1% | +4.4% |
| 3M | +12.0% | -13.0% | +25.0% | +18.5% |
| 6M | +19.8% | -2.0% | +21.7% | +19.2% |
| YTD | +29.3% | +7.8% | +21.6% | +22.6% |
| 1Y | +31.1% | +17.9% | +13.3% | +19.1% |
| 3Y | +94.9% | +174.8% | -79.9% | +16.6% |
| 5Y | +138.1% | +119.9% | +18.2% | +54.9% |
| 10Y | +1,276.0% | +578.8% | +697.1% | +505.4% |
| All | +1,276.0% | +614.4% | +661.5% | +505.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 10y: compounded portfolio wealth divided by compounded MS 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…
10y analysis · Full analysis span regression · 6 months rolling