+1,367.3%
AAPL vs TT
+725.1%
+642.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.4% | +1.8% | +1.0% |
| 7D | +4.1% | +4.0% | +0.1% | +2.4% |
| 30D | +4.0% | -11.3% | +15.3% | +8.8% |
| 3M | +16.8% | -12.3% | +29.1% | +22.5% |
| 6M | +19.4% | -10.8% | +30.2% | +23.0% |
| YTD | +31.5% | +8.2% | +23.3% | +23.1% |
| 1Y | +31.0% | +1.5% | +29.5% | +26.1% |
| 3Y | +95.3% | +91.5% | +3.8% | +34.8% |
| 5Y | +143.4% | +130.2% | +13.1% | +48.3% |
| All | +1,367.3% | +725.1% | +642.3% | +402.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling