+133.0%
AAPL vs BA
-23.0%
+156.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.8% |
| 3M | +9.7% | -25.3% | +35.0% | +18.6% |
| 6M | +19.3% | -24.6% | +43.9% | +28.0% |
| YTD | +26.3% | -20.1% | +46.4% | +32.4% |
| 1Y | +27.4% | -11.8% | +39.1% | +29.2% |
| 3Y | +93.6% | -10.1% | +103.7% | +86.7% |
| All | +133.0% | -23.0% | +156.0% | +117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling