+109.0%
AAPL vs SIMO
+297.1%
-188.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.3% | -1.9% |
| 7D | -2.7% | +14.6% | -17.3% | -4.4% |
| 30D | +1.0% | +6.2% | -5.2% | -0.1% |
| 3M | +5.0% | +3.6% | +1.4% | +2.5% |
| 6M | +23.0% | +130.8% | -107.7% | +3.2% |
| YTD | +16.6% | +195.8% | -179.1% | -7.7% |
| 1Y | +33.4% | +225.0% | -191.6% | +2.9% |
| 3Y | +79.9% | +452.3% | -372.4% | +20.7% |
| 5Y | +109.0% | +303.6% | -194.6% | +49.5% |
| All | +109.0% | +297.1% | -188.1% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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