+131,458.9%
AAPL vs TER
+8,630.0%
+122,828.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.6% | -3.1% | -1.3% |
| 7D | -0.7% | -20.5% | +19.8% | +5.3% |
| 30D | +1.7% | -47.0% | +48.7% | +20.2% |
| 3M | +9.7% | -43.3% | +53.0% | +25.1% |
| 6M | +19.3% | -42.9% | +62.2% | +29.7% |
| YTD | +26.3% | +12.9% | +13.4% | +8.1% |
| 1Y | +27.4% | +18.2% | +9.2% | +7.0% |
| 3Y | +93.6% | +151.8% | -58.2% | +20.9% |
| 5Y | +131.7% | +54.2% | +77.5% | +63.3% |
| 10Y | +1,268.5% | +908.2% | +360.3% | +426.8% |
| All | +131,458.9% | +8,630.0% | +122,828.9% | +20,688.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling