+124.8%
AAPL vs TCOM
+21.5%
+103.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.8% | +3.7% |
| 7D | -0.5% | -6.5% | +6.0% | +0.5% |
| 30D | +7.1% | -16.2% | +23.3% | +9.8% |
| 3M | +12.1% | -19.3% | +31.4% | +15.3% |
| 6M | +25.4% | -27.2% | +52.7% | +30.8% |
| YTD | +20.5% | -46.2% | +66.6% | +30.5% |
| 1Y | +44.5% | -46.6% | +91.1% | +56.6% |
| 3Y | +85.8% | +8.4% | +77.4% | +77.0% |
| 5Y | +124.8% | +25.8% | +98.9% | +96.4% |
| All | +124.8% | +21.5% | +103.2% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling