+138.1%
AAPL vs BAC
+22.5%
+115.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +1.5% |
| 7D | +3.7% | +2.0% | +1.7% | +2.9% |
| 30D | +4.2% | -6.9% | +11.1% | +7.1% |
| 3M | +12.0% | -19.6% | +31.6% | +21.9% |
| 6M | +19.8% | -0.5% | +20.2% | +19.1% |
| YTD | +29.3% | -6.6% | +36.0% | +31.7% |
| 1Y | +31.1% | -3.0% | +34.1% | +31.2% |
| 3Y | +94.9% | +97.3% | -2.4% | +42.6% |
| 5Y | +138.1% | +21.9% | +116.2% | +110.3% |
| All | +138.1% | +22.5% | +115.6% | +110.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling