+1,367.3%
AAPL vs PSX
+368.0%
+999.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | +4.1% | +7.8% | -3.7% | +2.4% |
| 30D | +4.0% | -10.9% | +14.9% | +6.5% |
| 3M | +16.8% | +14.5% | +2.3% | +12.7% |
| 6M | +19.4% | +56.1% | -36.7% | +6.6% |
| YTD | +31.5% | +109.6% | -78.1% | +8.2% |
| 1Y | +31.0% | +95.5% | -64.5% | +9.5% |
| 3Y | +95.3% | +156.2% | -60.9% | +49.5% |
| 5Y | +143.4% | +310.0% | -166.6% | +61.2% |
| All | +1,367.3% | +368.0% | +999.3% | +817.0% |
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