+1,237.1%
AAPL vs BA
+70.0%
+1,167.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | +0.3% |
| 7D | -3.0% | -1.2% | -1.8% | -2.7% |
| 30D | +2.3% | -11.3% | +13.6% | +5.6% |
| 3M | +8.6% | -3.8% | +12.4% | +9.4% |
| 6M | +21.6% | -8.3% | +29.8% | +23.6% |
| YTD | +16.3% | -4.9% | +21.2% | +16.7% |
| 1Y | +35.1% | -10.1% | +45.1% | +37.0% |
| 3Y | +79.4% | -2.3% | +81.7% | +72.9% |
| 5Y | +109.8% | -3.5% | +113.4% | +96.6% |
| 10Y | +1,237.1% | +74.6% | +1,162.5% | +1,198.9% |
| All | +1,237.1% | +70.0% | +1,167.0% | +1,198.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling