+1,254.4%
AAPL vs O
+54.2%
+1,200.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.9% |
| 7D | -0.5% | -3.5% | +3.0% | +0.7% |
| 30D | +7.1% | -3.3% | +10.4% | +8.3% |
| 3M | +12.1% | -2.8% | +14.9% | +13.1% |
| 6M | +25.4% | -5.8% | +31.2% | +27.8% |
| YTD | +20.5% | +9.4% | +11.1% | +16.3% |
| 1Y | +44.5% | +5.7% | +38.9% | +41.1% |
| 3Y | +85.8% | +27.2% | +58.5% | +67.6% |
| 5Y | +124.8% | +17.2% | +107.6% | +108.9% |
| All | +1,254.4% | +54.2% | +1,200.1% | +1,059.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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