+1,367.3%
AAPL vs ON
+533.9%
+833.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +4.0% | +1.3% |
| 7D | +4.1% | +12.2% | -8.1% | +0.9% |
| 30D | +4.0% | -3.1% | +7.1% | +4.2% |
| 3M | +16.8% | -12.9% | +29.7% | +19.5% |
| 6M | +19.4% | -38.6% | +58.0% | +29.8% |
| YTD | +31.5% | +31.2% | +0.3% | +12.3% |
| 1Y | +31.0% | +47.6% | -16.7% | +7.6% |
| 3Y | +95.3% | +6.6% | +88.7% | +63.9% |
| 5Y | +143.4% | +21.3% | +122.1% | +83.0% |
| All | +1,367.3% | +533.9% | +833.4% | +523.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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