+1,207.8%
AAPL vs T
+69.0%
+1,138.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.2% |
| 7D | -3.0% | -3.1% | +0.1% | -2.0% |
| 30D | +2.3% | +4.6% | -2.3% | +0.9% |
| 3M | +8.6% | +12.2% | -3.6% | +4.6% |
| 6M | +21.6% | -6.5% | +28.0% | +23.5% |
| YTD | +16.3% | +4.9% | +11.4% | +13.5% |
| 1Y | +35.1% | -10.5% | +45.5% | +38.6% |
| 3Y | +79.4% | +104.6% | -25.2% | +34.7% |
| 5Y | +109.8% | +64.2% | +45.6% | +68.5% |
| All | +1,207.8% | +69.0% | +1,138.7% | +923.8% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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