+130,993.0%
AAPL vs PFG
+996.3%
+129,996.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.2% | +2.4% |
| 7D | +1.8% | -2.2% | +4.0% | +2.4% |
| 30D | +4.3% | +6.4% | -2.1% | +2.4% |
| 3M | +16.6% | +2.2% | +14.4% | +15.7% |
| 6M | +21.6% | +16.3% | +5.3% | +16.1% |
| YTD | +31.2% | +33.2% | -2.1% | +20.3% |
| 1Y | +29.6% | +40.6% | -11.1% | +16.8% |
| 3Y | +93.1% | +83.3% | +9.8% | +60.5% |
| 5Y | +146.2% | +97.7% | +48.5% | +99.1% |
| 10Y | +1,326.9% | +189.9% | +1,137.0% | +879.2% |
| All | +130,993.0% | +996.3% | +129,996.7% | +50,626.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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