+122,851.4%
AAPL vs BAC
+1,396.9%
+121,454.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.1% | +1.1% | -1.0% | -0.2% |
| 30D | +3.0% | -0.4% | +3.4% | +3.0% |
| 3M | +2.9% | +16.9% | -14.0% | -1.6% |
| 6M | +22.1% | +26.6% | -4.5% | +14.1% |
| YTD | +18.0% | +15.8% | +2.2% | +12.9% |
| 1Y | +33.9% | +27.2% | +6.8% | +24.7% |
| 3Y | +71.2% | +132.4% | -61.2% | +33.7% |
| 5Y | +112.6% | +72.6% | +40.0% | +78.6% |
| 10Y | +1,198.8% | +389.7% | +809.0% | +697.2% |
| All | +122,851.4% | +1,396.9% | +121,454.6% | +37,347.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling