+95.3%
AAPL vs BA
-15.7%
+111.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | -1.1% | +5.2% | +4.4% |
| 30D | +4.0% | -7.1% | +11.1% | +5.4% |
| 3M | +16.8% | -25.5% | +42.3% | +24.7% |
| 6M | +19.4% | -28.7% | +48.1% | +28.4% |
| YTD | +31.5% | -21.0% | +52.5% | +37.0% |
| 1Y | +31.0% | -11.9% | +42.8% | +32.3% |
| 3Y | +95.3% | -16.2% | +111.4% | +88.5% |
| All | +95.3% | -15.7% | +111.0% | +88.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling