+36,202.5%
AAPL vs ON
+199.0%
+36,003.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.7% |
| 7D | +0.1% | +2.4% | -2.4% | -0.4% |
| 30D | +3.0% | -3.3% | +6.3% | +3.5% |
| 3M | +2.9% | -43.6% | +46.5% | +12.7% |
| 6M | +22.1% | +19.0% | +3.2% | +14.1% |
| YTD | +18.0% | +37.4% | -19.3% | +6.7% |
| 1Y | +33.9% | +54.8% | -20.8% | +17.5% |
| 3Y | +71.2% | -25.2% | +96.3% | +65.7% |
| 5Y | +112.6% | +62.7% | +49.9% | +72.3% |
| 10Y | +1,198.8% | +574.3% | +624.4% | +668.1% |
| All | +36,202.5% | +199.0% | +36,003.5% | +19,524.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling