+105,462.3%
AAPL vs STRL
+11,526.8%
+93,935.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +15.0% | -12.5% | +1.7% |
| 7D | +3.7% | -13.3% | +17.0% | +4.1% |
| 30D | +4.2% | -43.3% | +47.5% | +6.7% |
| 3M | +12.0% | -46.9% | +58.9% | +14.9% |
| 6M | +19.8% | -65.6% | +85.4% | +24.8% |
| YTD | +29.3% | -5.1% | +34.4% | +26.9% |
| 1Y | +31.1% | -23.1% | +54.2% | +29.8% |
| 3Y | +94.9% | +346.8% | -252.0% | +74.1% |
| 5Y | +138.1% | +907.2% | -769.1% | +103.1% |
| 10Y | +1,276.0% | +3,988.2% | -2,712.2% | +980.1% |
| All | +105,462.3% | +11,526.8% | +93,935.5% | +70,866.6% |
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