+124.8%
AAPL vs PSX
+357.6%
-232.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.4% | +3.7% |
| 7D | -0.5% | +1.5% | -2.0% | -0.8% |
| 30D | +7.1% | +15.8% | -8.7% | +4.1% |
| 3M | +12.1% | +43.0% | -30.9% | +4.4% |
| 6M | +25.4% | +61.1% | -35.7% | +13.4% |
| YTD | +20.5% | +104.5% | -84.1% | +3.0% |
| 1Y | +44.5% | +102.5% | -58.0% | +23.5% |
| 3Y | +85.8% | +133.5% | -47.7% | +50.0% |
| 5Y | +124.8% | +367.0% | -242.2% | +61.3% |
| All | +124.8% | +357.6% | -232.8% | +61.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling