+136,369.7%
AAPL vs BAX
+897.0%
+135,472.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.1% | +0.5% |
| 7D | +3.2% | +0.4% | +2.8% | +3.1% |
| 30D | +4.1% | +3.4% | +0.7% | +2.8% |
| 3M | +17.5% | -4.5% | +22.0% | +18.4% |
| 6M | +20.6% | +44.0% | -23.4% | +7.8% |
| YTD | +31.0% | +34.9% | -3.9% | +18.0% |
| 1Y | +30.2% | +37.9% | -7.7% | +16.4% |
| 3Y | +92.9% | -17.1% | +109.9% | +91.8% |
| 5Y | +142.4% | -64.3% | +206.7% | +200.9% |
| 10Y | +1,324.9% | -35.9% | +1,360.8% | +1,413.1% |
| All | +136,369.7% | +897.0% | +135,472.7% | +60,056.2% |
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