+79.9%
AAPL vs BAC
+138.4%
-58.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -2.7% | +1.2% | -3.9% | -3.1% |
| 30D | +1.0% | -0.7% | +1.7% | +1.2% |
| 3M | +5.0% | +16.9% | -12.0% | -1.0% |
| 6M | +23.0% | +29.6% | -6.6% | +11.6% |
| YTD | +16.6% | +15.3% | +1.4% | +10.2% |
| 1Y | +33.4% | +28.8% | +4.6% | +20.8% |
| 3Y | +79.9% | +136.4% | -56.5% | +45.1% |
| All | +79.9% | +138.4% | -58.5% | +45.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling