+1,249.0%
AAPL vs RF
+279.4%
+969.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | -0.7% | -0.9% | +0.3% | -0.4% |
| 30D | +1.7% | +6.0% | -4.3% | 0.0% |
| 3M | +9.7% | -8.9% | +18.6% | +12.5% |
| 6M | +19.3% | +2.3% | +17.0% | +18.1% |
| YTD | +26.3% | +7.6% | +18.7% | +23.0% |
| 1Y | +27.4% | +21.2% | +6.2% | +19.8% |
| 3Y | +93.6% | +108.5% | -14.9% | +54.5% |
| 5Y | +131.7% | +43.2% | +88.5% | +100.8% |
| All | +1,249.0% | +279.4% | +969.6% | +945.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 RF 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