+136,904.2%
AAPL vs BBWI
+1,144.0%
+135,760.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | +4.1% | +0.1% | +4.0% | +4.1% |
| 30D | +4.0% | +12.9% | -8.9% | +0.9% |
| 3M | +16.8% | +16.0% | +0.8% | +11.9% |
| 6M | +19.4% | +16.6% | +2.8% | +13.2% |
| YTD | +31.5% | +9.7% | +21.8% | +24.6% |
| 1Y | +31.0% | +1.5% | +29.5% | +24.7% |
| 3Y | +95.3% | -21.4% | +116.6% | +88.3% |
| 5Y | +143.4% | -67.6% | +210.9% | +176.5% |
| 10Y | +1,330.5% | -46.8% | +1,377.3% | +1,112.0% |
| All | +136,904.2% | +1,144.0% | +135,760.2% | +36,086.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling