+1,278.0%
AAPL vs TGT
+207.4%
+1,070.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +3.8% | -5.2% | +9.1% | +5.4% |
| 30D | +9.9% | +1.2% | +8.7% | +9.4% |
| 3M | +12.5% | +18.4% | -5.9% | +6.8% |
| 6M | +27.6% | +33.4% | -5.8% | +16.8% |
| YTD | +22.6% | +63.8% | -41.3% | +5.4% |
| 1Y | +45.0% | +77.2% | -32.2% | +21.4% |
| 3Y | +87.8% | +41.8% | +46.0% | +59.8% |
| 5Y | +128.7% | -25.5% | +154.2% | +131.6% |
| All | +1,278.0% | +207.4% | +1,070.6% | +889.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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