+193,240.9%
AAPL vs YUM
+4,124.8%
+189,116.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.5% |
| 7D | -3.0% | -3.6% | +0.6% | -1.8% |
| 30D | +2.3% | +0.4% | +1.9% | +2.0% |
| 3M | +8.6% | -3.8% | +12.4% | +9.7% |
| 6M | +21.6% | -8.3% | +29.8% | +24.4% |
| YTD | +16.3% | -2.6% | +19.0% | +16.5% |
| 1Y | +35.1% | +1.5% | +33.5% | +33.1% |
| 3Y | +79.4% | +21.6% | +57.8% | +65.2% |
| 5Y | +109.8% | +23.5% | +86.3% | +92.4% |
| 10Y | +1,237.1% | +178.9% | +1,058.1% | +840.8% |
| All | +193,240.9% | +4,124.8% | +189,116.0% | +73,542.6% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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