+109.0%
AAPL vs STLA
-62.5%
+171.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -0.4% |
| 7D | -2.7% | +0.7% | -3.5% | -3.0% |
| 30D | +1.0% | -2.4% | +3.4% | +1.4% |
| 3M | +5.0% | -23.9% | +28.8% | +12.3% |
| 6M | +23.0% | -24.6% | +47.7% | +31.3% |
| YTD | +16.6% | -50.5% | +67.1% | +38.1% |
| 1Y | +33.4% | -39.8% | +73.3% | +46.5% |
| 3Y | +79.9% | -65.6% | +145.5% | +119.4% |
| 5Y | +109.0% | -62.1% | +171.1% | +126.6% |
| All | +109.0% | -62.5% | +171.5% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 5y: compounded portfolio wealth divided by compounded STLA 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…
5y analysis · Full analysis span regression · 6 months rolling