+110,879.8%
AAPL vs XLK
+1,460.0%
+109,419.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.0% | +2.3% | -5.3% | -5.1% |
| 30D | +2.3% | +0.8% | +1.5% | +1.1% |
| 3M | +8.6% | +4.1% | +4.6% | +1.9% |
| 6M | +21.6% | +34.8% | -13.2% | -12.6% |
| YTD | +16.3% | +30.8% | -14.5% | -14.4% |
| 1Y | +35.1% | +42.4% | -7.3% | -9.3% |
| 3Y | +79.4% | +121.8% | -42.4% | -24.7% |
| 5Y | +109.8% | +146.6% | -36.8% | -21.1% |
| 10Y | +1,237.1% | +804.3% | +432.8% | +41.8% |
| All | +110,879.8% | +1,460.0% | +109,419.8% | +8,477.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling