+136,369.7%
AAPL vs TECH
+101,626.4%
+34,743.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +3.2% | +0.2% | +2.9% | +3.1% |
| 30D | +4.1% | +0.5% | +3.6% | +4.0% |
| 3M | +17.5% | +1.0% | +16.5% | +17.3% |
| 6M | +20.6% | +54.1% | -33.5% | +9.2% |
| YTD | +31.0% | +24.4% | +6.6% | +22.5% |
| 1Y | +30.2% | +19.3% | +10.9% | +22.7% |
| 3Y | +92.9% | +28.5% | +64.3% | +74.1% |
| 5Y | +142.4% | -41.0% | +183.4% | +154.0% |
| 10Y | +1,324.9% | +189.3% | +1,135.6% | +987.9% |
| All | +136,369.7% | +101,626.4% | +34,743.2% | +67,903.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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