+133,818.3%
AAPL vs TXT
+2,283.4%
+131,534.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.1% |
| 7D | +5.0% | -1.1% | +6.1% | +5.3% |
| 30D | +3.5% | +17.1% | -13.5% | -1.7% |
| 3M | +13.1% | -2.6% | +15.7% | +13.5% |
| 6M | +19.0% | -4.6% | +23.6% | +19.8% |
| YTD | +28.5% | -0.3% | +28.9% | +27.0% |
| 1Y | +29.7% | +5.9% | +23.8% | +25.6% |
| 3Y | +89.2% | +14.4% | +74.9% | +76.9% |
| 5Y | +141.2% | +15.9% | +125.3% | +122.8% |
| 10Y | +1,306.6% | +99.6% | +1,207.0% | +925.6% |
| All | +133,818.3% | +2,283.4% | +131,534.9% | +29,314.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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