+63,231.6%
AAPL vs REGN
+3,539.8%
+59,691.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.3% | +3.8% |
| 7D | -0.5% | -6.0% | +5.5% | +0.2% |
| 30D | +7.1% | -0.4% | +7.5% | +7.1% |
| 3M | +12.1% | +32.0% | -19.9% | +8.4% |
| 6M | +25.4% | +3.0% | +22.4% | +24.7% |
| YTD | +20.5% | +3.2% | +17.3% | +19.6% |
| 1Y | +44.5% | +43.4% | +1.1% | +37.6% |
| 3Y | +85.8% | -3.6% | +89.4% | +83.9% |
| 5Y | +124.8% | +23.1% | +101.7% | +115.0% |
| 10Y | +1,284.7% | +108.3% | +1,176.4% | +1,131.1% |
| All | +63,231.6% | +3,539.8% | +59,691.9% | +29,429.2% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 all: compounded portfolio wealth divided by compounded REGN 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…
all analysis · Full analysis span regression · 6 months rolling