+136,554.2%
AAPL vs BA
+1,537.0%
+135,017.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.4% | +1.8% |
| 7D | +1.8% | -1.4% | +3.1% | +2.2% |
| 30D | +4.3% | -7.9% | +12.2% | +6.6% |
| 3M | +16.6% | -25.2% | +41.8% | +26.8% |
| 6M | +21.6% | -26.7% | +48.3% | +32.3% |
| YTD | +31.2% | -19.6% | +50.8% | +37.9% |
| 1Y | +29.6% | -10.6% | +40.1% | +31.4% |
| 3Y | +93.1% | -11.2% | +104.4% | +90.1% |
| 5Y | +146.2% | -20.4% | +166.7% | +143.0% |
| 10Y | +1,326.9% | +26.8% | +1,300.1% | +954.3% |
| All | +136,554.2% | +1,537.0% | +135,017.2% | +35,324.2% |
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