+9,057.2%
AAPL vs V
+3,126.4%
+5,930.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.2% |
| 7D | +3.2% | -0.4% | +3.5% | +3.4% |
| 30D | +4.1% | +6.3% | -2.3% | +0.7% |
| 3M | +17.5% | +17.2% | +0.3% | +7.8% |
| 6M | +20.6% | +29.2% | -8.7% | +4.8% |
| YTD | +31.0% | +20.8% | +10.2% | +17.2% |
| 1Y | +30.2% | +25.0% | +5.2% | +14.2% |
| 3Y | +92.9% | +75.3% | +17.6% | +40.2% |
| 5Y | +142.4% | +105.8% | +36.6% | +61.4% |
| 10Y | +1,324.9% | +451.9% | +873.1% | +497.0% |
| All | +9,057.2% | +3,126.4% | +5,930.7% | +1,515.6% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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