+1,367.3%
AAPL vs PR
+86.0%
+1,281.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.3% |
| 7D | +4.1% | +6.0% | -1.8% | +3.8% |
| 30D | +4.0% | -4.2% | +8.2% | +4.1% |
| 3M | +16.8% | +10.0% | +6.8% | +16.0% |
| 6M | +19.4% | +15.6% | +3.8% | +18.1% |
| YTD | +31.5% | +68.2% | -36.7% | +27.1% |
| 1Y | +31.0% | +79.2% | -48.2% | +26.1% |
| 3Y | +95.3% | +94.9% | +0.4% | +86.1% |
| 5Y | +143.4% | +272.8% | -129.4% | +122.6% |
| All | +1,367.3% | +86.0% | +1,281.3% | +1,549.1% |
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