+124.8%
AAPL vs TGT
-26.4%
+151.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.7% | +3.9% |
| 7D | -0.5% | -5.0% | +4.5% | +0.8% |
| 30D | +7.1% | +3.0% | +4.1% | +6.1% |
| 3M | +12.1% | +22.6% | -10.5% | +6.0% |
| 6M | +25.4% | +31.2% | -5.8% | +16.1% |
| YTD | +20.5% | +63.7% | -43.3% | +4.8% |
| 1Y | +44.5% | +78.5% | -34.0% | +22.4% |
| 3Y | +85.8% | +40.5% | +45.2% | +58.9% |
| 5Y | +124.8% | -25.6% | +150.3% | +125.1% |
| All | +124.8% | -26.4% | +151.1% | +125.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling