+4,691.2%
AAPL vs STLA
+178.7%
+4,512.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | +0.1% |
| 7D | +5.0% | -4.9% | +9.9% | +6.0% |
| 30D | +3.5% | -4.9% | +8.4% | +4.2% |
| 3M | +13.1% | -23.7% | +36.7% | +18.2% |
| 6M | +19.0% | -45.0% | +64.0% | +32.1% |
| YTD | +28.5% | -60.9% | +89.4% | +50.4% |
| 1Y | +29.7% | -58.9% | +88.6% | +49.9% |
| 3Y | +89.2% | -74.4% | +163.7% | +132.4% |
| 5Y | +141.2% | -71.5% | +212.7% | +185.0% |
| 10Y | +1,306.6% | +5.3% | +1,301.4% | +1,273.4% |
| All | +4,691.2% | +178.7% | +4,512.4% | +4,132.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling