+105,136.9%
AAPL vs O
+5,387.7%
+99,749.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.7% | -2.2% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +3.0% | -1.9% | +4.9% | +3.6% |
| 3M | +2.9% | +3.8% | -0.9% | +1.5% |
| 6M | +22.1% | -4.7% | +26.9% | +23.9% |
| YTD | +18.0% | +12.5% | +5.5% | +13.0% |
| 1Y | +33.9% | +10.8% | +23.1% | +28.7% |
| 3Y | +71.2% | +28.8% | +42.4% | +54.4% |
| 5Y | +112.6% | +13.2% | +99.4% | +100.0% |
| 10Y | +1,198.8% | +53.5% | +1,145.3% | +946.4% |
| All | +105,136.9% | +5,387.7% | +99,749.1% | +30,990.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling