+462.8%
AAPL vs OTIS
+91.3%
+371.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | 0.0% | +1.1% |
| 7D | +3.8% | -3.0% | +6.8% | +5.0% |
| 30D | +9.9% | -6.0% | +15.9% | +12.5% |
| 3M | +12.5% | -0.9% | +13.4% | +12.6% |
| 6M | +27.6% | -17.3% | +45.0% | +36.6% |
| YTD | +22.6% | -19.6% | +42.1% | +32.2% |
| 1Y | +45.0% | -21.0% | +66.0% | +57.3% |
| 3Y | +87.8% | -12.1% | +99.8% | +91.7% |
| 5Y | +128.7% | -17.1% | +145.8% | +131.2% |
| All | +462.8% | +91.3% | +371.5% | +394.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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