+122,851.5%
AAPL vs PPL
+2,096.5%
+120,755.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | +2.7% | -2.6% | -0.7% |
| 30D | +3.0% | +0.5% | +2.5% | +2.8% |
| 3M | +2.9% | +0.7% | +2.2% | +2.6% |
| 6M | +22.1% | -7.6% | +29.7% | +24.6% |
| YTD | +18.0% | +1.8% | +16.2% | +16.8% |
| 1Y | +33.9% | -0.8% | +34.7% | +33.3% |
| 3Y | +71.2% | +56.9% | +14.3% | +47.0% |
| 5Y | +112.6% | +39.5% | +73.1% | +88.9% |
| 10Y | +1,198.8% | +55.4% | +1,143.4% | +985.9% |
| All | +122,851.5% | +2,096.5% | +120,755.0% | +45,644.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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