+1,278.0%
AAPL vs SIRI
-10.2%
+1,288.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.5% |
| 7D | +3.8% | +0.6% | +3.3% | +3.7% |
| 30D | +9.9% | +2.5% | +7.4% | +9.1% |
| 3M | +12.5% | +6.6% | +5.9% | +10.6% |
| 6M | +27.6% | +32.9% | -5.3% | +18.5% |
| YTD | +22.6% | +50.5% | -27.9% | +10.0% |
| 1Y | +45.0% | +28.0% | +17.0% | +34.9% |
| 3Y | +87.8% | -22.4% | +110.2% | +86.8% |
| 5Y | +128.7% | -41.3% | +170.0% | +133.0% |
| All | +1,278.0% | -10.2% | +1,288.2% | +1,176.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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