+151,876.3%
AAPL vs TLT
+130.8%
+151,745.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +3.7% | +0.3% | +3.4% | +3.8% |
| 30D | +4.2% | +5.1% | -0.9% | +6.3% |
| 3M | +12.0% | -0.2% | +12.2% | +11.9% |
| 6M | +19.8% | -2.9% | +22.7% | +18.3% |
| YTD | +29.3% | -2.7% | +32.0% | +27.8% |
| 1Y | +31.1% | -4.6% | +35.7% | +28.5% |
| 3Y | +94.9% | +6.1% | +88.8% | +100.7% |
| 5Y | +138.1% | -35.1% | +173.2% | +88.9% |
| 10Y | +1,276.0% | -12.5% | +1,288.5% | +1,252.1% |
| All | +151,876.3% | +130.8% | +151,745.5% | +365,607.8% |
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