+122,851.6%
AAPL vs BAX
+900.4%
+121,951.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.8% |
| 7D | +0.1% | -1.1% | +1.2% | +0.4% |
| 30D | +3.0% | -5.5% | +8.4% | +4.5% |
| 3M | +2.9% | +33.5% | -30.6% | -5.5% |
| 6M | +22.1% | +35.9% | -13.8% | +11.0% |
| YTD | +18.0% | +35.4% | -17.3% | +6.7% |
| 1Y | +33.9% | +9.8% | +24.2% | +27.2% |
| 3Y | +71.2% | -32.7% | +103.9% | +80.7% |
| 5Y | +112.6% | -65.6% | +178.2% | +167.6% |
| 10Y | +1,198.8% | -34.9% | +1,233.7% | +1,278.8% |
| All | +122,851.6% | +900.4% | +121,951.1% | +54,283.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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