+138,026.5%
AAPL vs STX
+16,011.1%
+122,015.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.3% | -8.9% | -3.9% |
| 7D | +0.1% | +2.4% | -2.3% | -0.5% |
| 30D | +3.0% | +1.4% | +1.6% | +2.0% |
| 3M | +2.9% | -8.2% | +11.1% | +1.8% |
| 6M | +22.1% | +127.0% | -104.9% | -3.4% |
| YTD | +18.0% | +209.1% | -191.1% | -14.9% |
| 1Y | +33.9% | +365.4% | -331.5% | -14.4% |
| 3Y | +71.2% | +1,135.4% | -1,064.2% | -16.1% |
| 5Y | +112.6% | +991.5% | -878.9% | +5.4% |
| 10Y | +1,198.8% | +3,695.8% | -2,497.0% | +365.4% |
| All | +138,026.5% | +16,011.1% | +122,015.4% | +29,213.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling