+1,360.5%
AAPL vs MSCI
+799.8%
+560.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.5% |
| 7D | +3.1% | -0.7% | +3.8% | +3.4% |
| 30D | +4.0% | +16.2% | -12.2% | -3.4% |
| 3M | +17.4% | +16.1% | +1.3% | +8.9% |
| 6M | +20.5% | +12.9% | +7.6% | +12.4% |
| YTD | +30.9% | +14.8% | +16.1% | +19.6% |
| 1Y | +30.1% | +13.8% | +16.3% | +19.3% |
| 3Y | +92.7% | +31.2% | +61.5% | +58.7% |
| 5Y | +142.2% | +5.6% | +136.7% | +115.8% |
| All | +1,360.5% | +799.8% | +560.7% | +391.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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