+1,237.1%
AAPL vs TER
+1,819.9%
-582.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -1.2% |
| 7D | -3.0% | +12.4% | -15.3% | -6.3% |
| 30D | +2.3% | +5.1% | -2.8% | 0.0% |
| 3M | +8.6% | +4.0% | +4.7% | +2.1% |
| 6M | +21.6% | +29.5% | -8.0% | +2.6% |
| YTD | +16.3% | +98.5% | -82.2% | -17.3% |
| 1Y | +35.1% | +234.1% | -199.0% | -22.8% |
| 3Y | +79.4% | +289.0% | -209.7% | -11.4% |
| 5Y | +109.8% | +228.2% | -118.3% | +5.1% |
| 10Y | +1,237.1% | +1,895.7% | -658.6% | +233.7% |
| All | +1,237.1% | +1,819.9% | -582.9% | +233.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 10y: compounded portfolio wealth divided by compounded TER 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…
10y analysis · Full analysis span regression · 6 months rolling