+96,215.2%
AAPL vs STRL
+19,359.6%
+76,855.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.8% | -8.3% | -2.8% |
| 7D | +0.1% | +3.4% | -3.3% | -0.1% |
| 30D | +3.0% | -9.2% | +12.2% | +3.4% |
| 3M | +2.9% | -51.0% | +53.9% | +6.0% |
| 6M | +22.1% | +15.8% | +6.3% | +19.4% |
| YTD | +18.0% | +58.9% | -40.8% | +13.4% |
| 1Y | +33.9% | +68.5% | -34.6% | +27.9% |
| 3Y | +71.2% | +485.2% | -414.0% | +51.4% |
| 5Y | +112.6% | +2,005.1% | -1,892.5% | +75.7% |
| 10Y | +1,198.8% | +7,118.0% | -5,919.2% | +895.6% |
| All | +96,215.2% | +19,359.6% | +76,855.6% | +63,324.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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