+124.8%
AAPL vs RUN
-81.3%
+206.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.9% | +5.5% | +3.7% |
| 7D | -0.5% | -3.4% | +2.9% | -0.2% |
| 30D | +7.1% | -14.0% | +21.1% | +8.5% |
| 3M | +12.1% | -27.5% | +39.6% | +14.9% |
| 6M | +25.4% | -29.0% | +54.4% | +28.2% |
| YTD | +20.5% | -53.1% | +73.5% | +26.5% |
| 1Y | +44.5% | -46.7% | +91.3% | +48.9% |
| 3Y | +85.8% | -38.3% | +124.1% | +67.1% |
| 5Y | +124.8% | -80.7% | +205.4% | +116.8% |
| All | +124.8% | -81.3% | +206.0% | +116.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling