+138,563.4%
AAPL vs TLT
+130.6%
+138,432.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.4% |
| 7D | +0.1% | -0.4% | +0.5% | -0.1% |
| 30D | +3.0% | -0.6% | +3.5% | +2.7% |
| 3M | +2.9% | -2.7% | +5.6% | +1.7% |
| 6M | +22.1% | -5.6% | +27.7% | +19.1% |
| YTD | +18.0% | -2.8% | +20.8% | +16.6% |
| 1Y | +33.9% | -1.4% | +35.4% | +33.2% |
| 3Y | +71.2% | -1.6% | +72.8% | +70.1% |
| 5Y | +112.6% | -33.8% | +146.4% | +70.9% |
| 10Y | +1,198.8% | -21.1% | +1,219.9% | +1,099.1% |
| All | +138,563.4% | +130.6% | +138,432.9% | +333,514.9% |
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