+1,326.9%
AAPL vs TPR
+378.8%
+948.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.7% | +2.4% |
| 7D | +1.8% | +6.4% | -4.7% | +0.2% |
| 30D | +4.3% | +13.8% | -9.5% | +1.0% |
| 3M | +16.6% | -16.6% | +33.3% | +20.7% |
| 6M | +21.6% | +0.7% | +20.9% | +20.0% |
| YTD | +31.2% | +5.3% | +25.8% | +27.2% |
| 1Y | +29.6% | +32.4% | -2.8% | +18.7% |
| 3Y | +93.1% | +406.4% | -313.3% | +23.7% |
| 5Y | +146.2% | +227.9% | -81.7% | +70.2% |
| 10Y | +1,326.9% | +371.7% | +955.2% | +727.4% |
| All | +1,326.9% | +378.8% | +948.0% | +727.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 10y: compounded portfolio wealth divided by compounded TPR 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…
10y analysis · Full analysis span regression · 6 months rolling