+98,001.5%
AAPL vs WAB
+4,092.2%
+93,909.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | +0.1% | -3.2% | +3.3% | +1.0% |
| 30D | +3.0% | -4.4% | +7.4% | +4.2% |
| 3M | +2.9% | +7.9% | -5.0% | +0.2% |
| 6M | +22.1% | +8.7% | +13.4% | +18.3% |
| YTD | +18.0% | +33.0% | -15.0% | +8.1% |
| 1Y | +33.9% | +46.7% | -12.7% | +19.2% |
| 3Y | +71.2% | +153.0% | -81.8% | +30.5% |
| 5Y | +112.6% | +222.3% | -109.7% | +51.2% |
| 10Y | +1,198.8% | +291.0% | +907.8% | +722.4% |
| All | +98,001.5% | +4,092.2% | +93,909.3% | +35,632.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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