+1,306.6%
AAPL vs SO
+188.2%
+1,118.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | +5.0% | -0.1% | +5.1% | +5.0% |
| 30D | +3.5% | +8.7% | -5.2% | +0.6% |
| 3M | +13.1% | +3.4% | +9.7% | +11.7% |
| 6M | +19.0% | +3.7% | +15.3% | +17.3% |
| YTD | +28.5% | +10.0% | +18.5% | +23.5% |
| 1Y | +29.7% | +6.6% | +23.1% | +25.9% |
| 3Y | +89.2% | +52.5% | +36.8% | +57.3% |
| 5Y | +141.2% | +76.1% | +65.2% | +87.8% |
| 10Y | +1,306.6% | +194.9% | +1,111.7% | +877.8% |
| All | +1,306.6% | +188.2% | +1,118.4% | +877.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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