+127.8%
AAPL vs XLK
+146.9%
-19.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +0.8% |
| 7D | +3.8% | +0.2% | +3.6% | +3.6% |
| 30D | +9.9% | -0.6% | +10.6% | +10.1% |
| 3M | +12.5% | +2.6% | +9.9% | +8.5% |
| 6M | +27.6% | +34.0% | -6.3% | -2.5% |
| YTD | +22.6% | +30.7% | -8.1% | -4.8% |
| 1Y | +45.0% | +39.2% | +5.8% | +6.0% |
| 3Y | +87.8% | +120.4% | -32.7% | -12.8% |
| All | +127.8% | +146.9% | -19.1% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 5y: compounded portfolio wealth divided by compounded XLK 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…
5y analysis · Full analysis span regression · 6 months rolling