+127,577.9%
AAPL vs SU
+61,601.3%
+65,976.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.7% |
| 7D | +3.8% | +2.2% | +1.6% | +3.8% |
| 30D | +9.9% | +8.4% | +1.5% | +9.9% |
| 3M | +12.5% | +12.1% | +0.4% | +12.5% |
| 6M | +27.6% | +19.7% | +8.0% | +27.6% |
| YTD | +22.6% | +58.4% | -35.9% | +22.5% |
| 1Y | +45.0% | +67.2% | -22.3% | +44.9% |
| 3Y | +87.8% | +125.0% | -37.3% | +87.6% |
| 5Y | +128.7% | +355.1% | -226.4% | +128.4% |
| 10Y | +1,308.9% | +263.7% | +1,045.2% | +1,307.3% |
| All | +127,577.9% | +61,601.3% | +65,976.6% | +127,424.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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