+104,858.6%
AAPL vs TRI
+507.2%
+104,351.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.5% |
| 7D | -3.0% | -8.4% | +5.4% | +0.5% |
| 30D | +2.3% | -6.5% | +8.8% | +4.7% |
| 3M | +8.6% | +18.6% | -10.0% | -1.0% |
| 6M | +21.6% | -10.4% | +32.0% | +22.9% |
| YTD | +16.3% | -23.7% | +40.0% | +24.3% |
| 1Y | +35.1% | -42.5% | +77.5% | +64.5% |
| 3Y | +79.4% | -19.3% | +98.7% | +80.8% |
| 5Y | +109.8% | -9.7% | +119.5% | +99.4% |
| 10Y | +1,237.1% | +194.4% | +1,042.6% | +630.5% |
| All | +104,858.6% | +507.2% | +104,351.4% | +38,840.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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