+121,072.3%
AAPL vs TRV
+6,571.7%
+114,500.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -3.0% | +0.2% | -3.1% | -3.0% |
| 30D | +2.3% | -2.3% | +4.6% | +3.1% |
| 3M | +8.6% | +22.7% | -14.1% | +0.7% |
| 6M | +21.6% | +21.9% | -0.4% | +12.8% |
| YTD | +16.3% | +27.5% | -11.2% | +6.1% |
| 1Y | +35.1% | +36.2% | -1.2% | +20.2% |
| 3Y | +79.4% | +140.6% | -61.2% | +27.7% |
| 5Y | +109.8% | +154.5% | -44.7% | +44.7% |
| 10Y | +1,237.1% | +295.4% | +941.6% | +656.9% |
| All | +121,072.3% | +6,571.7% | +114,500.7% | +22,159.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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