+1,254.4%
AAPL vs ON
+596.1%
+658.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.7% | +3.9% |
| 7D | -0.5% | -4.7% | +4.2% | +0.8% |
| 30D | +7.1% | -13.5% | +20.6% | +11.0% |
| 3M | +12.1% | -36.3% | +48.4% | +22.8% |
| 6M | +25.4% | +17.8% | +7.7% | +12.8% |
| YTD | +20.5% | +29.6% | -9.1% | +4.5% |
| 1Y | +44.5% | +45.8% | -1.3% | +19.8% |
| 3Y | +85.8% | -28.3% | +114.1% | +76.3% |
| 5Y | +124.8% | +49.6% | +75.1% | +59.3% |
| All | +1,254.4% | +596.1% | +658.2% | +486.3% |
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