+87.8%
AAPL vs BBY
+42.8%
+45.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.3% | +1.0% |
| 7D | +3.8% | +0.6% | +3.3% | +3.7% |
| 30D | +9.9% | +9.4% | +0.5% | +7.3% |
| 3M | +12.5% | +19.3% | -6.8% | +7.3% |
| 6M | +27.6% | +47.9% | -20.3% | +14.3% |
| YTD | +22.6% | +39.6% | -17.0% | +11.1% |
| 1Y | +45.0% | +22.2% | +22.8% | +36.2% |
| 3Y | +87.8% | +45.0% | +42.8% | +66.0% |
| All | +87.8% | +42.8% | +45.0% | +66.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling