+122,851.5%
AAPL vs BA
+1,890.7%
+120,960.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.8% |
| 7D | +0.1% | +1.2% | -1.1% | -0.3% |
| 30D | +3.0% | -11.6% | +14.6% | +6.9% |
| 3M | +2.9% | -2.4% | +5.3% | +3.2% |
| 6M | +22.1% | -6.6% | +28.7% | +23.6% |
| YTD | +18.0% | -2.2% | +20.3% | +17.5% |
| 1Y | +33.9% | -8.0% | +42.0% | +35.1% |
| 3Y | +71.2% | -5.0% | +76.2% | +65.9% |
| 5Y | +112.6% | -2.7% | +115.3% | +98.0% |
| 10Y | +1,198.8% | +75.9% | +1,122.9% | +767.6% |
| All | +122,851.5% | +1,890.7% | +120,960.8% | +30,076.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling