+142,633.5%
AAPL vs TECK
+2,171.4%
+140,462.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -2.9% | -2.6% |
| 7D | +0.1% | -0.3% | +0.4% | +0.1% |
| 30D | +3.0% | +4.6% | -1.6% | +2.1% |
| 3M | +2.9% | +2.8% | +0.1% | +1.9% |
| 6M | +22.1% | +24.9% | -2.8% | +16.6% |
| YTD | +18.0% | +44.7% | -26.7% | +9.5% |
| 1Y | +33.9% | +112.0% | -78.0% | +15.9% |
| 3Y | +71.2% | +67.6% | +3.6% | +51.1% |
| 5Y | +112.6% | +200.3% | -87.7% | +64.9% |
| 10Y | +1,198.8% | +358.2% | +840.6% | +755.3% |
| All | +142,633.5% | +2,171.4% | +140,462.1% | +74,183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 TECK 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