+121,072.3%
AAPL vs BDX
+5,237.1%
+115,835.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | -3.0% | -3.6% | +0.6% | -1.9% |
| 30D | +2.3% | +0.7% | +1.6% | +2.0% |
| 3M | +8.6% | +19.0% | -10.3% | +2.7% |
| 6M | +21.6% | +10.8% | +10.8% | +17.1% |
| YTD | +16.3% | +20.1% | -3.8% | +9.1% |
| 1Y | +35.1% | +23.1% | +12.0% | +25.4% |
| 3Y | +79.4% | -8.8% | +88.2% | +79.8% |
| 5Y | +109.8% | -1.4% | +111.3% | +104.0% |
| 10Y | +1,237.1% | +60.5% | +1,176.6% | +1,008.7% |
| All | +121,072.3% | +5,237.1% | +115,835.2% | +35,686.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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