+6,867.0%
AAPL vs MSCI
+3,095.4%
+3,771.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | +0.4% |
| 7D | -0.7% | +2.8% | -3.5% | -1.7% |
| 30D | +1.7% | +15.4% | -13.7% | -4.0% |
| 3M | +9.7% | +13.4% | -3.7% | +4.1% |
| 6M | +19.3% | +10.9% | +8.4% | +13.5% |
| YTD | +26.3% | +13.0% | +13.3% | +18.2% |
| 1Y | +27.4% | +12.0% | +15.4% | +19.6% |
| 3Y | +93.6% | +34.1% | +59.5% | +65.3% |
| 5Y | +131.7% | +3.9% | +127.8% | +114.1% |
| 10Y | +1,268.5% | +802.0% | +466.5% | +473.2% |
| All | +6,867.0% | +3,095.4% | +3,771.7% | +1,650.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling