+109,214.0%
AAPL vs WAB
+4,316.0%
+104,898.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.6% |
| 7D | +4.1% | +5.1% | -0.9% | +2.7% |
| 30D | +4.0% | +4.0% | 0.0% | +2.7% |
| 3M | +16.8% | +0.1% | +16.7% | +16.4% |
| 6M | +19.4% | +12.8% | +6.6% | +14.5% |
| YTD | +31.5% | +40.1% | -8.6% | +18.5% |
| 1Y | +31.0% | +46.4% | -15.4% | +16.5% |
| 3Y | +95.3% | +167.4% | -72.1% | +46.5% |
| 5Y | +143.4% | +215.0% | -71.7% | +73.7% |
| 10Y | +1,330.5% | +269.2% | +1,061.3% | +818.3% |
| All | +109,214.0% | +4,316.0% | +104,898.0% | +39,059.4% |
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