+1,278.0%
AAPL vs OMC
+34.2%
+1,243.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +3.8% | -4.4% | +8.2% | +5.3% |
| 30D | +9.9% | -7.6% | +17.5% | +12.6% |
| 3M | +12.5% | +4.5% | +8.0% | +10.4% |
| 6M | +27.6% | -0.3% | +27.9% | +26.9% |
| YTD | +22.6% | -0.1% | +22.7% | +20.6% |
| 1Y | +45.0% | +4.6% | +40.3% | +39.6% |
| 3Y | +87.8% | +10.5% | +77.3% | +74.1% |
| 5Y | +128.7% | +31.7% | +97.0% | +96.2% |
| All | +1,278.0% | +34.2% | +1,243.8% | +1,032.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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