+1,237.1%
AAPL vs TT
+906.5%
+330.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -3.0% | +1.4% | -4.4% | -3.5% |
| 30D | +2.3% | -6.7% | +9.0% | +5.1% |
| 3M | +8.6% | -5.4% | +14.1% | +10.1% |
| 6M | +21.6% | +4.4% | +17.2% | +17.2% |
| YTD | +16.3% | +14.9% | +1.4% | +7.0% |
| 1Y | +35.1% | +9.3% | +25.8% | +26.5% |
| 3Y | +79.4% | +121.7% | -42.4% | +16.6% |
| 5Y | +109.8% | +148.2% | -38.3% | +25.7% |
| 10Y | +1,237.1% | +957.3% | +279.8% | +372.9% |
| All | +1,237.1% | +906.5% | +330.5% | +372.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling