+134,656.0%
AAPL vs SO
+6,352.9%
+128,303.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.3% | +1.1% | +2.1% |
| 7D | +3.7% | -1.1% | +4.8% | +3.9% |
| 30D | +4.2% | +8.6% | -4.4% | +2.0% |
| 3M | +12.0% | +1.8% | +10.2% | +11.4% |
| 6M | +19.8% | +3.6% | +16.2% | +18.5% |
| YTD | +29.3% | +9.9% | +19.4% | +25.6% |
| 1Y | +31.1% | +5.7% | +25.4% | +28.5% |
| 3Y | +94.9% | +52.5% | +42.4% | +71.7% |
| 5Y | +138.1% | +77.3% | +60.7% | +100.8% |
| 10Y | +1,276.0% | +186.8% | +1,089.2% | +924.4% |
| All | +134,656.0% | +6,352.9% | +128,303.1% | +53,226.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling