+1,367.3%
AAPL vs P
+652.0%
+715.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.8% |
| 7D | +4.1% | +11.6% | -7.5% | +1.7% |
| 30D | +4.0% | -23.7% | +27.6% | +9.0% |
| 3M | +16.8% | -8.0% | +24.8% | +16.5% |
| 6M | +19.4% | +27.9% | -8.5% | +8.4% |
| YTD | +31.5% | +61.2% | -29.6% | +11.2% |
| 1Y | +31.0% | +28.6% | +2.4% | +15.0% |
| 3Y | +95.3% | +200.5% | -105.2% | +25.0% |
| 5Y | +143.4% | +282.9% | -139.6% | +40.2% |
| All | +1,367.3% | +652.0% | +715.3% | +588.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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