+1,276.0%
AAPL vs PR
+66.7%
+1,209.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.1% | +3.5% | +2.5% |
| 7D | +3.7% | -12.4% | +16.0% | +4.4% |
| 30D | +4.2% | -6.6% | +10.7% | +4.5% |
| 3M | +12.0% | +7.5% | +4.5% | +11.4% |
| 6M | +19.8% | +10.8% | +9.0% | +18.8% |
| YTD | +29.3% | +57.0% | -27.7% | +25.5% |
| 1Y | +31.1% | +67.9% | -36.8% | +26.6% |
| 3Y | +94.9% | +87.6% | +7.3% | +86.1% |
| 5Y | +138.1% | +220.4% | -82.3% | +119.1% |
| 10Y | +1,276.0% | +64.8% | +1,211.1% | +1,422.6% |
| All | +1,276.0% | +66.7% | +1,209.3% | +1,422.6% |
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