+45.0%
AAPL vs BBY
+24.8%
+20.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.3% | +1.4% |
| 7D | +3.8% | +0.6% | +3.3% | +3.8% |
| 30D | +9.9% | +9.4% | +0.5% | +8.9% |
| 3M | +12.5% | +19.3% | -6.8% | +10.8% |
| 6M | +27.6% | +47.9% | -20.3% | +23.0% |
| YTD | +22.6% | +39.6% | -17.0% | +18.8% |
| 1Y | +45.0% | +22.2% | +22.8% | +42.1% |
| All | +45.0% | +24.8% | +20.2% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling