+1,326.9%
AAPL vs PR
+72.8%
+1,254.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.8% | -0.7% | +1.9% |
| 7D | +1.8% | -0.5% | +2.2% | +1.8% |
| 30D | +4.3% | -4.6% | +8.9% | +4.5% |
| 3M | +16.6% | +4.7% | +11.9% | +16.2% |
| 6M | +21.6% | +12.4% | +9.2% | +20.5% |
| YTD | +31.2% | +62.9% | -31.7% | +27.0% |
| 1Y | +29.6% | +70.6% | -41.0% | +25.0% |
| 3Y | +93.1% | +90.0% | +3.1% | +84.3% |
| 5Y | +146.2% | +255.5% | -109.3% | +125.7% |
| 10Y | +1,326.9% | +78.7% | +1,248.1% | +1,496.5% |
| All | +1,326.9% | +72.8% | +1,254.1% | +1,496.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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