+78.7%
AAPL vs BB
+69.2%
+9.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.4% |
| 7D | -2.7% | +0.5% | -3.3% | -2.8% |
| 30D | +1.0% | -12.4% | +13.4% | +2.1% |
| 3M | +5.0% | -15.3% | +20.2% | +5.4% |
| 6M | +23.0% | +128.8% | -105.7% | +7.4% |
| YTD | +16.6% | +107.7% | -91.0% | +3.1% |
| 1Y | +33.4% | +103.9% | -70.5% | +17.6% |
| All | +78.7% | +69.2% | +9.4% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 3y: compounded portfolio wealth divided by compounded BB 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…
3y analysis · Full analysis span regression · 6 months rolling