+107,418.9%
AAPL vs WTW
+1,101.3%
+106,317.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.0% | +3.4% |
| 7D | -0.5% | -7.8% | +7.3% | +2.3% |
| 30D | +7.1% | -7.9% | +15.0% | +10.0% |
| 3M | +12.1% | +19.9% | -7.9% | +4.9% |
| 6M | +25.4% | +9.8% | +15.6% | +20.2% |
| YTD | +20.5% | -3.3% | +23.8% | +19.9% |
| 1Y | +44.5% | -3.3% | +47.8% | +43.5% |
| 3Y | +85.8% | +61.5% | +24.2% | +51.4% |
| 5Y | +124.8% | +42.6% | +82.2% | +91.3% |
| 10Y | +1,284.7% | +197.1% | +1,087.6% | +811.2% |
| All | +107,418.9% | +1,101.3% | +106,317.6% | +50,367.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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