+1,207.8%
AAPL vs BAH
+192.9%
+1,014.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.0% | -1.3% | -1.6% | -2.6% |
| 30D | +2.3% | -6.6% | +8.9% | +4.0% |
| 3M | +8.6% | -7.2% | +15.8% | +10.1% |
| 6M | +21.6% | -10.0% | +31.5% | +23.4% |
| YTD | +16.3% | -12.5% | +28.8% | +17.5% |
| 1Y | +35.1% | -27.9% | +63.0% | +43.5% |
| 3Y | +79.4% | -31.4% | +110.8% | +80.8% |
| 5Y | +109.8% | -3.2% | +113.1% | +78.5% |
| All | +1,207.8% | +192.9% | +1,014.8% | +749.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 10y: compounded portfolio wealth divided by compounded BAH 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…
10y analysis · Full analysis span regression · 6 months rolling