+122,851.5%
AAPL vs SO
+5,976.4%
+116,875.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | +0.1% | -0.2% | +0.2% | +0.1% |
| 30D | +3.0% | -4.6% | +7.6% | +4.2% |
| 3M | +2.9% | -3.0% | +5.9% | +3.6% |
| 6M | +22.1% | -8.3% | +30.4% | +24.5% |
| YTD | +18.0% | +3.5% | +14.5% | +16.5% |
| 1Y | +33.9% | -0.9% | +34.9% | +33.5% |
| 3Y | +71.2% | +45.4% | +25.8% | +52.5% |
| 5Y | +112.6% | +59.6% | +53.0% | +84.3% |
| 10Y | +1,198.8% | +156.6% | +1,042.2% | +892.9% |
| All | +122,851.5% | +5,976.4% | +116,875.2% | +49,340.5% |
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