+1,278.0%
AAPL vs STX
+3,412.6%
-2,134.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.7% | +5.5% | +2.6% |
| 7D | +3.8% | -2.3% | +6.1% | +4.2% |
| 30D | +9.9% | -5.5% | +15.4% | +10.5% |
| 3M | +12.5% | -4.3% | +16.8% | +9.9% |
| 6M | +27.6% | +115.6% | -88.0% | -1.4% |
| YTD | +22.6% | +202.2% | -179.6% | -16.5% |
| 1Y | +45.0% | +325.3% | -280.3% | -13.7% |
| 3Y | +87.8% | +1,283.9% | -1,196.2% | -27.7% |
| 5Y | +128.7% | +1,048.3% | -919.6% | -9.2% |
| All | +1,278.0% | +3,412.6% | -2,134.6% | +312.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 10y: compounded portfolio wealth divided by compounded STX 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…
10y analysis · Full analysis span regression · 6 months rolling