+1,240.8%
AAPL vs BA
+73.6%
+1,167.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | -2.7% | +2.5% | -5.2% | -3.4% |
| 30D | +1.0% | -10.1% | +11.1% | +3.9% |
| 3M | +5.0% | -2.4% | +7.4% | +5.3% |
| 6M | +23.0% | -8.8% | +31.9% | +25.3% |
| YTD | +16.6% | -2.9% | +19.6% | +16.4% |
| 1Y | +33.4% | -8.8% | +42.2% | +34.8% |
| 3Y | +79.9% | -0.3% | +80.1% | +72.4% |
| 5Y | +109.0% | -0.3% | +109.3% | +94.2% |
| All | +1,240.8% | +73.6% | +1,167.2% | +1,195.3% |
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