+30.4%
AAPL vs BAC
-4.0%
+34.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.1% | +2.0% |
| 7D | +1.8% | -1.9% | +3.6% | +2.3% |
| 30D | +4.3% | -7.2% | +11.5% | +6.1% |
| 3M | +16.6% | -20.4% | +37.1% | +23.5% |
| 6M | +21.6% | +1.3% | +20.3% | +18.6% |
| YTD | +31.2% | -6.4% | +37.6% | +29.4% |
| All | +30.4% | -4.0% | +34.4% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 1y: compounded portfolio wealth divided by compounded BAC 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…
1y analysis · Full analysis span regression · 6 months rolling