+199.2%
AAPL vs QS
-46.4%
+245.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.9% | -0.2% | +1.6% |
| 7D | +3.8% | -3.6% | +7.5% | +4.0% |
| 30D | +9.9% | -17.2% | +27.2% | +11.1% |
| 3M | +12.5% | -27.0% | +39.5% | +14.1% |
| 6M | +27.6% | -24.6% | +52.2% | +28.8% |
| YTD | +22.6% | -49.3% | +71.9% | +26.2% |
| 1Y | +45.0% | -40.3% | +85.3% | +46.7% |
| 3Y | +87.8% | -23.8% | +111.6% | +79.6% |
| 5Y | +128.7% | -75.0% | +203.6% | +121.4% |
| All | +199.2% | -46.4% | +245.5% | +228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded QS 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling