+1,326.9%
AAPL vs BA
+28.0%
+1,298.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.4% | +1.9% |
| 7D | +1.8% | -1.4% | +3.1% | +2.1% |
| 30D | +4.3% | -7.9% | +12.2% | +6.3% |
| 3M | +16.6% | -25.2% | +41.8% | +25.5% |
| 6M | +21.6% | -26.7% | +48.3% | +31.0% |
| YTD | +31.2% | -19.6% | +50.8% | +37.1% |
| 1Y | +29.6% | -10.6% | +40.1% | +31.2% |
| 3Y | +93.1% | -11.2% | +104.4% | +90.1% |
| 5Y | +146.2% | -20.4% | +166.7% | +142.0% |
| 10Y | +1,326.9% | +26.8% | +1,300.1% | +1,258.5% |
| All | +1,326.9% | +28.0% | +1,298.9% | +1,258.5% |
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