+146,459.4%
AAPL vs WWD
+14,675.7%
+131,783.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.5% |
| 7D | +4.1% | +4.0% | +0.2% | +3.1% |
| 30D | +4.0% | +0.4% | +3.6% | +3.5% |
| 3M | +16.8% | -7.9% | +24.7% | +18.6% |
| 6M | +19.4% | -10.6% | +30.0% | +21.4% |
| YTD | +31.5% | +9.4% | +22.1% | +26.1% |
| 1Y | +31.0% | +25.7% | +5.2% | +20.7% |
| 3Y | +95.3% | +148.5% | -53.3% | +48.4% |
| 5Y | +143.4% | +189.5% | -46.2% | +75.8% |
| 10Y | +1,330.5% | +451.8% | +878.8% | +724.0% |
| All | +146,459.4% | +14,675.7% | +131,783.7% | +47,518.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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