+122,851.6%
AAPL vs TECH
+101,053.8%
+21,797.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +3.0% | +0.7% | +2.3% | +2.8% |
| 3M | +2.9% | +36.3% | -33.5% | -4.3% |
| 6M | +22.1% | +25.6% | -3.5% | +14.3% |
| YTD | +18.0% | +23.7% | -5.7% | +10.5% |
| 1Y | +33.9% | +37.6% | -3.7% | +22.0% |
| 3Y | +71.2% | -6.6% | +77.8% | +64.9% |
| 5Y | +112.6% | -42.2% | +154.8% | +123.4% |
| 10Y | +1,198.8% | +187.6% | +1,011.2% | +892.1% |
| All | +122,851.6% | +101,053.8% | +21,797.8% | +61,236.4% |
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