+121,072.3%
AAPL vs PNR
+3,485.2%
+117,587.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.3% |
| 7D | -3.0% | -3.9% | +0.9% | -1.8% |
| 30D | +2.3% | -13.8% | +16.1% | +7.1% |
| 3M | +8.6% | -22.5% | +31.2% | +16.5% |
| 6M | +21.6% | -37.2% | +58.7% | +38.6% |
| YTD | +16.3% | -44.2% | +60.5% | +37.3% |
| 1Y | +35.1% | -46.6% | +81.7% | +61.5% |
| 3Y | +79.4% | -12.5% | +91.9% | +80.8% |
| 5Y | +109.8% | -19.3% | +129.2% | +114.5% |
| 10Y | +1,237.1% | +67.5% | +1,169.6% | +963.4% |
| All | +121,072.3% | +3,485.2% | +117,587.1% | +52,076.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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