+1,306.6%
AAPL vs TER
+993.6%
+313.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +5.0% | -8.9% | +13.9% | +6.9% |
| 30D | +3.5% | -39.1% | +42.6% | +16.9% |
| 3M | +13.1% | -32.8% | +45.8% | +22.2% |
| 6M | +19.0% | -31.7% | +50.8% | +21.6% |
| YTD | +28.5% | +26.9% | +1.6% | +1.0% |
| 1Y | +29.7% | +33.6% | -3.9% | -0.6% |
| 3Y | +89.2% | +181.5% | -92.3% | -1.8% |
| 5Y | +141.2% | +76.1% | +65.1% | +44.4% |
| 10Y | +1,306.6% | +1,006.2% | +300.4% | +310.6% |
| All | +1,306.6% | +993.6% | +313.0% | +310.6% |
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