+1,278.0%
AAPL vs PSX
+386.4%
+891.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | +3.8% | +1.7% | +2.1% | +3.4% |
| 30D | +9.9% | +15.6% | -5.7% | +6.2% |
| 3M | +12.5% | +46.5% | -34.0% | +2.4% |
| 6M | +27.6% | +55.0% | -27.4% | +14.1% |
| YTD | +22.6% | +105.3% | -82.7% | +1.8% |
| 1Y | +45.0% | +101.6% | -56.6% | +20.6% |
| 3Y | +87.8% | +134.1% | -46.4% | +47.4% |
| 5Y | +128.7% | +368.7% | -240.0% | +46.4% |
| All | +1,278.0% | +386.4% | +891.6% | +757.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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