+134,655.9%
AAPL vs TAP
+810.2%
+133,845.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.6% | +2.7% |
| 7D | +3.7% | -7.8% | +11.5% | +5.3% |
| 30D | +4.2% | +7.1% | -3.0% | +2.6% |
| 3M | +12.0% | -7.0% | +19.1% | +13.3% |
| 6M | +19.8% | -3.8% | +23.6% | +20.1% |
| YTD | +29.3% | -11.7% | +41.1% | +31.4% |
| 1Y | +31.1% | -10.1% | +41.2% | +32.7% |
| 3Y | +94.9% | -23.7% | +118.6% | +101.6% |
| 5Y | +138.1% | +2.9% | +135.2% | +130.6% |
| 10Y | +1,276.0% | -49.5% | +1,325.5% | +1,366.9% |
| All | +134,655.9% | +810.2% | +133,845.7% | +80,551.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling