+121,072.5%
AAPL vs PPG
+2,625.9%
+118,446.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | +0.7% |
| 7D | -3.0% | -3.7% | +0.8% | -1.5% |
| 30D | +2.3% | -7.2% | +9.5% | +5.4% |
| 3M | +8.6% | -7.3% | +16.0% | +11.6% |
| 6M | +21.6% | +0.3% | +21.3% | +19.9% |
| YTD | +16.3% | +6.5% | +9.8% | +11.3% |
| 1Y | +35.1% | +0.5% | +34.5% | +32.0% |
| 3Y | +79.4% | -15.3% | +94.7% | +86.6% |
| 5Y | +109.8% | -22.9% | +132.7% | +123.3% |
| 10Y | +1,237.1% | +28.4% | +1,208.7% | +1,001.1% |
| All | +121,072.5% | +2,625.9% | +118,446.6% | +25,515.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPG.
Daily Out/Under-Performance
Portfolio return minus PPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPG 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 PPG 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