+1,306.6%
AAPL vs BA
+27.6%
+1,279.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | +5.0% | 0.0% | +5.0% | +5.0% |
| 30D | +3.5% | -8.9% | +12.5% | +5.9% |
| 3M | +13.1% | -25.5% | +38.6% | +21.8% |
| 6M | +19.0% | -27.0% | +46.0% | +28.3% |
| YTD | +28.5% | -20.1% | +48.7% | +34.6% |
| 1Y | +29.7% | -11.0% | +40.7% | +31.5% |
| 3Y | +89.2% | -11.8% | +101.1% | +86.7% |
| 5Y | +141.2% | -20.6% | +161.9% | +137.2% |
| 10Y | +1,306.6% | +26.6% | +1,280.0% | +1,242.3% |
| All | +1,306.6% | +27.6% | +1,279.0% | +1,242.3% |
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