+1,276.0%
AAPL vs MSCI
+799.4%
+476.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.0% |
| 7D | +3.7% | +1.5% | +2.2% | +3.0% |
| 30D | +4.2% | +14.4% | -10.2% | -2.5% |
| 3M | +12.0% | +15.2% | -3.2% | +4.3% |
| 6M | +19.8% | +11.2% | +8.6% | +12.5% |
| YTD | +29.3% | +13.9% | +15.4% | +18.6% |
| 1Y | +31.1% | +12.5% | +18.6% | +20.9% |
| 3Y | +94.9% | +32.3% | +62.6% | +59.7% |
| 5Y | +138.1% | +4.9% | +133.2% | +112.8% |
| 10Y | +1,276.0% | +779.7% | +496.3% | +356.9% |
| All | +1,276.0% | +799.4% | +476.6% | +356.9% |
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