+103,082.6%
AAPL vs TPR
+8,033.7%
+95,049.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -0.7% | +14.2% | -14.9% | -4.1% |
| 30D | +1.7% | +17.1% | -15.4% | -2.5% |
| 3M | +9.7% | -17.7% | +27.4% | +14.2% |
| 6M | +19.3% | -10.2% | +29.5% | +20.8% |
| YTD | +26.3% | +4.9% | +21.4% | +22.2% |
| 1Y | +27.4% | +36.1% | -8.7% | +14.9% |
| 3Y | +93.6% | +416.5% | -322.9% | +19.2% |
| 5Y | +131.7% | +254.8% | -123.1% | +52.6% |
| 10Y | +1,268.5% | +391.7% | +876.8% | +625.7% |
| All | +103,082.6% | +8,033.7% | +95,049.0% | +25,694.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling