+121,072.3%
AAPL vs BBY
+73,712.5%
+47,359.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -3.0% | +1.2% | -4.1% | -3.2% |
| 30D | +2.3% | +6.8% | -4.5% | +0.8% |
| 3M | +8.6% | +18.7% | -10.1% | +4.6% |
| 6M | +21.6% | +37.3% | -15.7% | +12.8% |
| YTD | +16.3% | +35.3% | -19.0% | +8.0% |
| 1Y | +35.1% | +20.7% | +14.4% | +28.0% |
| 3Y | +79.4% | +39.4% | +39.9% | +62.2% |
| 5Y | +109.8% | -1.5% | +111.3% | +100.5% |
| 10Y | +1,237.1% | +239.8% | +997.3% | +872.7% |
| All | +121,072.3% | +73,712.5% | +47,359.8% | +34,314.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling