+133,818.3%
AAPL vs STT
+6,537.0%
+127,281.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.8% |
| 7D | +5.0% | +1.1% | +3.9% | +4.6% |
| 30D | +3.5% | -1.9% | +5.4% | +4.1% |
| 3M | +13.1% | -7.6% | +20.6% | +15.6% |
| 6M | +19.0% | +16.0% | +3.0% | +13.1% |
| YTD | +28.5% | +36.2% | -7.6% | +16.0% |
| 1Y | +29.7% | +46.8% | -17.1% | +14.2% |
| 3Y | +89.2% | +177.8% | -88.5% | +36.3% |
| 5Y | +141.2% | +105.8% | +35.4% | +85.9% |
| 10Y | +1,306.6% | +197.6% | +1,109.0% | +815.7% |
| All | +133,818.3% | +6,537.0% | +127,281.3% | +23,234.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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