+4,298.8%
AAPL vs STLA
+263.8%
+4,035.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.8% |
| 7D | +0.1% | +2.6% | -2.5% | -0.5% |
| 30D | +3.0% | -1.2% | +4.2% | +3.1% |
| 3M | +2.9% | -24.8% | +27.7% | +8.2% |
| 6M | +22.1% | -25.6% | +47.7% | +28.3% |
| YTD | +18.0% | -48.9% | +67.0% | +31.9% |
| 1Y | +33.9% | -38.8% | +72.7% | +43.4% |
| 3Y | +71.2% | -64.5% | +135.7% | +98.2% |
| 5Y | +112.6% | -62.4% | +175.0% | +139.4% |
| 10Y | +1,198.8% | +55.4% | +1,143.4% | +1,097.3% |
| All | +4,298.8% | +263.8% | +4,035.0% | +3,613.0% |
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