+1,254.4%
AAPL vs BBWI
-57.7%
+1,312.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.5% | +5.0% | +3.8% |
| 7D | -0.5% | -8.0% | +7.5% | +0.7% |
| 30D | +7.1% | -6.6% | +13.7% | +8.0% |
| 3M | +12.1% | -2.7% | +14.8% | +11.9% |
| 6M | +25.4% | -12.8% | +38.2% | +26.5% |
| YTD | +20.5% | -10.5% | +30.9% | +20.4% |
| 1Y | +44.5% | -35.3% | +79.9% | +50.8% |
| 3Y | +85.8% | -47.7% | +133.5% | +94.6% |
| 5Y | +124.8% | -68.9% | +193.6% | +148.3% |
| All | +1,254.4% | -57.7% | +1,312.0% | +1,094.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling