+1,278.0%
AAPL vs RUN
+42.2%
+1,235.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.6% | +1.8% |
| 7D | +3.8% | -3.7% | +7.6% | +4.3% |
| 30D | +9.9% | -13.0% | +22.9% | +11.6% |
| 3M | +12.5% | -31.8% | +44.3% | +16.9% |
| 6M | +27.6% | -32.2% | +59.9% | +32.0% |
| YTD | +22.6% | -53.5% | +76.0% | +30.6% |
| 1Y | +45.0% | -46.5% | +91.5% | +50.4% |
| 3Y | +87.8% | -37.6% | +125.4% | +63.7% |
| 5Y | +128.7% | -80.9% | +209.5% | +121.2% |
| All | +1,278.0% | +42.2% | +1,235.8% | +744.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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