Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AAPL (Apple Inc.) | -19.51% | -5.64% | 12.98% | 17.99% | 21.84% | 23.91% | 29.66% | 18.91% |
Data as of 06/27/2025, AR inception is 12/12/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AAPL (Apple Inc.) | 12/12/1980 | 06/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | -5.64 | 12.98 | 17.99 | 21.84 | 23.91 | 29.66 | 18.91 | -19.51 | 30.71 | 49.01 | -26.40 | 34.65 | 82.31 | 88.96 | -5.39 | 48.46 | 12.48 | -3.01 | 40.62 | 8.07 | 32.57 | 25.56 | 53.07 | 146.90 | -56.91 | 133.48 | 18.01 | 123.26 | 201.36 | 49.12 | -34.57 | 47.25 | -71.07 | 151.16 | 211.86 | -37.12 | -34.50 | -17.33 | 35.18 | -50.44 | 6.92 | 32.33 | 23.50 | -11.58 | -3.35 | 108.45 | 84.11 | -24.46 | 19.49 | -18.44 | 35.02 | -35.13 | 18.71 |
| Sharpe Ratio | NA | -0.22 | 0.44 | 0.56 | 0.69 | NA | NA | 0.35 | -0.98 | 1.07 | 2.23 | -0.78 | 1.38 | 1.75 | 3.33 | -0.23 | 2.74 | 0.53 | -0.11 | 1.87 | 0.28 | 1.12 | 0.97 | 1.99 | 4.35 | -0.98 | 3.49 | 0.39 | 3.12 | 5.06 | 1.31 | -0.73 | 0.74 | -0.74 | 2.52 | 3.44 | -0.65 | -0.76 | -0.51 | 0.75 | -1.02 | 0.13 | 0.61 | 0.42 | -0.51 | -0.24 | 1.56 | 2.01 | -0.66 | 0.27 | -0.36 | 0.52 | -0.84 | 45.00 |
| Standard Deviation(%) | NA | 32.04 | 28.20 | 29.83 | 29.40 | NA | NA | 44.74 | 41.44 | 22.60 | 20.28 | 35.63 | 25.09 | 46.68 | 26.30 | 28.77 | 17.53 | 23.37 | 26.75 | 21.67 | 28.91 | 29.30 | 26.25 | 26.69 | 33.71 | 58.73 | 37.60 | 38.15 | 38.76 | 39.64 | 36.88 | 48.91 | 62.31 | 101.54 | 58.68 | 60.56 | 62.36 | 49.83 | 41.69 | 43.05 | 51.29 | 35.54 | 46.91 | 43.66 | 34.09 | 33.63 | 66.61 | 39.51 | 44.64 | 47.57 | 67.16 | 52.30 | 53.29 | 78.96 |
| Draw Down(%) | NA | 33.36 | 33.36 | 33.36 | 38.52 | NA | NA | 81.80 | 31.07 | 15.35 | 14.93 | 30.35 | 18.60 | 31.43 | 17.84 | 36.51 | 8.86 | 18.92 | 21.84 | 10.92 | 28.45 | 27.09 | 13.90 | 12.91 | 18.93 | 59.37 | 19.83 | 40.80 | 24.27 | 13.53 | 20.62 | 47.95 | 43.66 | 80.58 | 30.78 | 28.34 | 55.68 | 51.78 | 35.06 | 33.85 | 64.89 | 37.81 | 43.33 | 47.07 | 31.67 | 23.22 | 52.74 | 21.50 | 52.67 | 34.16 | 71.51 | 50.30 | 58.70 | 12.16 |
| Yield(%) | 0.00 | 0.47 | 0.68 | 0.29 | 1.48 | 1.09 | 5.90 | 3.77 | 0.21 | 0.53 | 0.76 | 0.50 | 0.67 | 0.87 | 1.93 | 1.64 | 2.12 | 2.12 | 1.86 | 1.32 | 2.15 | 1.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.25 | 1.60 | 0.82 | 0.81 | 1.10 | 1.21 | 1.01 | 0.76 | 0.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/27/2025, AR inception is 12/12/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAPL (Apple Inc.) |
-40.73%
Mar 2000 - Mar 2003 |
-25.59%
Dec 1992 - Dec 1997 |
-10.21%
Dec 1987 - Dec 1997 |
-3.79%
Sep 1987 - Sep 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AAPL (Apple Inc.) |
119.10%
Jan 2003 - Jan 2006 |
94.23%
Dec 2002 - Dec 2007 |
57.24%
Sep 2002 - Sep 2012 |
41.68%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart