+109.8%
AAPL vs BB
-25.5%
+135.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -3.0% | +1.8% | -4.8% | -3.3% |
| 30D | +2.3% | -12.2% | +14.5% | +4.2% |
| 3M | +8.6% | -12.3% | +21.0% | +8.8% |
| 6M | +21.6% | +122.7% | -101.1% | +0.3% |
| YTD | +16.3% | +104.5% | -88.2% | -2.5% |
| 1Y | +35.1% | +106.7% | -71.6% | +12.0% |
| 3Y | +79.4% | +70.0% | +9.4% | +46.2% |
| 5Y | +109.8% | -27.8% | +137.6% | +96.0% |
| All | +109.8% | -25.5% | +135.3% | +96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling