+1,129.4%
AAPL vs RUN
-29.4%
+1,158.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.7% | -4.9% | -1.6% |
| 7D | -2.7% | +10.2% | -12.9% | -3.8% |
| 30D | +1.0% | -9.6% | +10.6% | +2.0% |
| 3M | +5.0% | -31.5% | +36.5% | +8.7% |
| 6M | +23.0% | -18.7% | +41.7% | +24.4% |
| YTD | +16.6% | -49.9% | +66.5% | +22.7% |
| 1Y | +33.4% | -45.5% | +78.9% | +37.8% |
| 3Y | +79.9% | -34.1% | +114.0% | +58.7% |
| 5Y | +109.0% | -79.4% | +188.5% | +101.0% |
| 10Y | +1,210.4% | +48.9% | +1,161.5% | +831.5% |
| All | +1,129.4% | -29.4% | +1,158.8% | +797.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling