+121,410.5%
AAPL vs TGT
+6,311.1%
+115,099.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.1% | -0.8% |
| 7D | -2.7% | -0.6% | -2.1% | -2.5% |
| 30D | +1.0% | +9.5% | -8.5% | -2.0% |
| 3M | +5.0% | +32.3% | -27.3% | -4.5% |
| 6M | +23.0% | +37.0% | -14.0% | +10.4% |
| YTD | +16.6% | +71.0% | -54.4% | -2.9% |
| 1Y | +33.4% | +85.0% | -51.6% | +7.8% |
| 3Y | +79.9% | +46.8% | +33.0% | +49.7% |
| 5Y | +109.0% | -22.7% | +131.8% | +108.5% |
| 10Y | +1,210.4% | +216.3% | +994.2% | +681.7% |
| All | +121,410.5% | +6,311.1% | +115,099.4% | +20,722.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling