+124.8%
AAPL vs PSKY
-71.2%
+195.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSKY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.4% |
| 7D | -0.5% | -6.0% | +5.5% | +0.2% |
| 30D | +7.1% | +10.7% | -3.6% | +5.7% |
| 3M | +12.1% | +1.2% | +10.9% | +11.8% |
| 6M | +25.4% | +1.5% | +23.9% | +24.7% |
| YTD | +20.5% | -21.8% | +42.2% | +23.1% |
| 1Y | +44.5% | -30.2% | +74.7% | +48.9% |
| 3Y | +85.8% | -20.1% | +105.9% | +79.7% |
| 5Y | +124.8% | -70.5% | +195.3% | +156.6% |
| All | +124.8% | -71.2% | +195.9% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSKY.
Daily Out/Under-Performance
Portfolio return minus PSKY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSKY 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 5y: compounded portfolio wealth divided by compounded PSKY 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…
5y analysis · Full analysis span regression · 6 months rolling