+125,793.9%
AAPL vs BB
+314.8%
+125,479.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +0.8% |
| 7D | +4.1% | +1.8% | +2.3% | +3.8% |
| 30D | +4.0% | +8.1% | -4.2% | +2.0% |
| 3M | +16.8% | -1.0% | +17.8% | +15.6% |
| 6M | +19.4% | +45.9% | -26.5% | +7.6% |
| YTD | +31.5% | +134.8% | -103.3% | +7.7% |
| 1Y | +31.0% | +104.6% | -73.6% | +9.6% |
| 3Y | +95.3% | +152.8% | -57.6% | +49.0% |
| 5Y | +143.4% | -17.4% | +160.8% | +119.6% |
| 10Y | +1,330.5% | +22.4% | +1,308.1% | +899.4% |
| All | +125,793.9% | +314.8% | +125,479.2% | +36,788.3% |
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