+106,877.9%
AAPL vs WAT
+10,816.8%
+96,061.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.2% |
| 7D | +0.1% | -1.3% | +1.4% | +0.4% |
| 30D | +3.0% | +2.3% | +0.6% | +2.2% |
| 3M | +2.9% | +8.7% | -5.8% | +0.2% |
| 6M | +22.1% | +28.3% | -6.2% | +12.8% |
| YTD | +18.0% | +7.8% | +10.2% | +13.9% |
| 1Y | +33.9% | +36.6% | -2.7% | +20.5% |
| 3Y | +71.2% | +45.7% | +25.5% | +46.8% |
| 5Y | +112.6% | -3.3% | +115.9% | +102.2% |
| 10Y | +1,198.8% | +162.1% | +1,036.7% | +825.6% |
| All | +106,877.9% | +10,816.8% | +96,061.1% | +35,387.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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