+136,369.7%
AAPL vs BAC
+1,106.2%
+135,263.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +3.2% | +1.5% | +1.7% | +2.8% |
| 30D | +4.1% | -6.4% | +10.5% | +6.0% |
| 3M | +17.5% | -21.7% | +39.2% | +25.6% |
| 6M | +20.6% | +0.5% | +20.1% | +20.0% |
| YTD | +31.0% | -6.7% | +37.7% | +32.9% |
| 1Y | +30.2% | -4.7% | +34.9% | +31.3% |
| 3Y | +92.9% | +96.1% | -3.2% | +58.0% |
| 5Y | +142.4% | +21.7% | +120.7% | +124.1% |
| 10Y | +1,324.9% | +232.0% | +1,093.0% | +871.3% |
| All | +136,369.7% | +1,106.2% | +135,263.4% | +43,974.6% |
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 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