+1,237.1%
AAPL vs STM
+656.4%
+580.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | 0.0% |
| 7D | -3.0% | +1.7% | -4.6% | -3.5% |
| 30D | +2.3% | -5.2% | +7.4% | +3.7% |
| 3M | +8.6% | -29.6% | +38.2% | +18.5% |
| 6M | +21.6% | +54.4% | -32.8% | -2.7% |
| YTD | +16.3% | +99.5% | -83.2% | -16.5% |
| 1Y | +35.1% | +100.8% | -65.7% | -4.5% |
| 3Y | +79.4% | +20.2% | +59.2% | +44.9% |
| 5Y | +109.8% | +21.1% | +88.7% | +62.6% |
| 10Y | +1,237.1% | +664.5% | +572.5% | +500.5% |
| All | +1,237.1% | +656.4% | +580.6% | +500.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STM 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling