+1,326.9%
AAPL vs TAP
-47.8%
+1,374.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.8% | +2.2% |
| 7D | +1.8% | -8.0% | +9.7% | +3.6% |
| 30D | +4.3% | +4.1% | +0.2% | +3.2% |
| 3M | +16.6% | -4.4% | +21.0% | +17.5% |
| 6M | +21.6% | -1.9% | +23.6% | +21.5% |
| YTD | +31.2% | -12.1% | +43.2% | +33.7% |
| 1Y | +29.6% | -12.0% | +41.6% | +32.0% |
| 3Y | +93.1% | -25.0% | +118.1% | +102.2% |
| 5Y | +146.2% | -1.1% | +147.3% | +137.9% |
| 10Y | +1,326.9% | -47.6% | +1,374.5% | +1,380.0% |
| All | +1,326.9% | -47.8% | +1,374.7% | +1,380.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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