+112,880.9%
AAPL vs BB
+258.8%
+112,622.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | -5.6% | +5.7% | +1.1% |
| 30D | +3.0% | -11.8% | +14.8% | +5.0% |
| 3M | +2.9% | -25.5% | +28.4% | +6.5% |
| 6M | +22.1% | +121.3% | -99.2% | +2.1% |
| YTD | +18.0% | +103.2% | -85.1% | +0.1% |
| 1Y | +33.9% | +102.6% | -68.7% | +12.9% |
| 3Y | +71.2% | +37.5% | +33.7% | +46.2% |
| 5Y | +112.6% | -30.4% | +143.0% | +98.7% |
| 10Y | +1,198.8% | 0.0% | +1,198.8% | +849.0% |
| All | +112,880.9% | +258.8% | +112,622.1% | +34,199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling