+121,410.5%
AAPL vs OMC
+5,896.1%
+115,514.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.5% |
| 7D | -2.7% | -5.8% | +3.0% | -0.7% |
| 30D | +1.0% | -4.8% | +5.8% | +2.7% |
| 3M | +5.0% | +9.2% | -4.3% | +1.0% |
| 6M | +23.0% | -2.5% | +25.5% | +23.1% |
| YTD | +16.6% | +2.6% | +14.1% | +13.0% |
| 1Y | +33.4% | +5.9% | +27.5% | +26.9% |
| 3Y | +79.9% | +14.2% | +65.7% | +63.3% |
| 5Y | +109.0% | +33.2% | +75.8% | +75.6% |
| 10Y | +1,210.4% | +33.4% | +1,177.0% | +937.9% |
| All | +121,410.5% | +5,896.1% | +115,514.4% | +35,462.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling