+1,254.4%
AAPL vs SO
+160.7%
+1,093.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.7% | +4.2% | +3.8% |
| 7D | -0.5% | -1.1% | +0.6% | -0.1% |
| 30D | +7.1% | -3.7% | +10.9% | +8.4% |
| 3M | +12.1% | -5.9% | +18.0% | +14.3% |
| 6M | +25.4% | -7.3% | +32.8% | +28.3% |
| YTD | +20.5% | +3.1% | +17.3% | +18.4% |
| 1Y | +44.5% | -1.0% | +45.5% | +43.7% |
| 3Y | +85.8% | +43.2% | +42.5% | +57.6% |
| 5Y | +124.8% | +59.1% | +65.6% | +81.7% |
| All | +1,254.4% | +160.7% | +1,093.7% | +872.8% |
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