+133,818.3%
AAPL vs TER
+9,717.5%
+124,100.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +5.0% | -8.9% | +13.9% | +7.0% |
| 30D | +3.5% | -39.1% | +42.6% | +17.4% |
| 3M | +13.1% | -32.8% | +45.8% | +22.7% |
| 6M | +19.0% | -31.7% | +50.8% | +22.8% |
| YTD | +28.5% | +26.9% | +1.6% | +6.2% |
| 1Y | +29.7% | +33.6% | -3.9% | +5.0% |
| 3Y | +89.2% | +181.5% | -92.3% | +14.3% |
| 5Y | +141.2% | +76.1% | +65.1% | +63.4% |
| 10Y | +1,306.6% | +1,006.2% | +300.4% | +426.5% |
| All | +133,818.3% | +9,717.5% | +124,100.8% | +20,330.1% |
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