+150,931.6%
AAPL vs TLT
+127.7%
+150,803.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -1.2% |
| 7D | +5.0% | -0.3% | +5.3% | +4.9% |
| 30D | +3.5% | +3.7% | -0.2% | +5.0% |
| 3M | +13.1% | -0.7% | +13.7% | +12.7% |
| 6M | +19.0% | -4.2% | +23.2% | +16.9% |
| YTD | +28.5% | -4.0% | +32.5% | +26.4% |
| 1Y | +29.7% | -5.8% | +35.5% | +26.5% |
| 3Y | +89.2% | +4.1% | +85.1% | +93.3% |
| 5Y | +141.2% | -34.8% | +176.0% | +92.4% |
| 10Y | +1,306.6% | -12.3% | +1,319.0% | +1,287.4% |
| All | +150,931.6% | +127.7% | +150,803.9% | +361,400.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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