+15,609.5%
AAPL vs XHB
+167.3%
+15,442.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.4% | +1.2% | -0.1% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | +1.0% | -9.1% | +10.1% | +5.4% |
| 3M | +5.0% | -2.3% | +7.3% | +5.3% |
| 6M | +23.0% | -4.1% | +27.2% | +23.9% |
| YTD | +16.6% | -1.7% | +18.3% | +15.7% |
| 1Y | +33.4% | -15.1% | +48.5% | +41.2% |
| 3Y | +79.9% | +26.8% | +53.0% | +53.7% |
| 5Y | +109.0% | +37.3% | +71.7% | +70.0% |
| 10Y | +1,210.4% | +205.7% | +1,004.8% | +620.8% |
| All | +15,609.5% | +167.3% | +15,442.3% | +8,464.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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