+119,361.5%
AAPL vs SIRI
-18.6%
+119,380.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | -0.2% |
| 7D | -3.0% | -3.9% | +0.9% | -2.6% |
| 30D | +2.3% | -0.8% | +3.1% | +2.3% |
| 3M | +8.6% | +4.3% | +4.3% | +8.2% |
| 6M | +21.6% | +34.1% | -12.5% | +18.2% |
| YTD | +16.3% | +47.3% | -31.0% | +12.0% |
| 1Y | +35.1% | +22.9% | +12.1% | +32.1% |
| 3Y | +79.4% | -24.6% | +103.9% | +80.1% |
| 5Y | +109.8% | -43.2% | +153.0% | +113.2% |
| 10Y | +1,237.1% | -12.3% | +1,249.4% | +1,209.0% |
| All | +119,361.5% | -18.6% | +119,380.2% | +87,304.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling