+1,249.0%
AAPL vs BA
+33.2%
+1,215.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -0.7% | +1.1% | -1.7% | -0.9% |
| 30D | +1.7% | -7.9% | +9.6% | +3.7% |
| 3M | +9.7% | -25.3% | +35.0% | +18.1% |
| 6M | +19.3% | -24.6% | +43.9% | +27.5% |
| YTD | +26.3% | -20.1% | +46.4% | +32.2% |
| 1Y | +27.4% | -11.8% | +39.1% | +29.4% |
| 3Y | +93.6% | -10.1% | +103.7% | +90.0% |
| 5Y | +131.7% | -22.7% | +154.4% | +129.5% |
| All | +1,249.0% | +33.2% | +1,215.8% | +1,292.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling