+29.9%
AAPL vs BA
-12.3%
+42.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.1% | +3.2% | +5.0% |
| 7D | +1.7% | +5.9% | -4.2% | +0.9% |
| 30D | +5.0% | -8.2% | +13.1% | +6.0% |
| 3M | +13.1% | -25.4% | +38.4% | +17.9% |
| 6M | +26.5% | -20.0% | +46.5% | +30.1% |
| YTD | +28.9% | -18.5% | +47.4% | +30.0% |
| 1Y | +29.9% | -10.6% | +40.5% | +29.6% |
| All | +29.9% | -12.3% | +42.2% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling