+109.8%
AAPL vs BE
+1,217.4%
-1,107.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.1% |
| 7D | -3.0% | +23.9% | -26.9% | -4.4% |
| 30D | +2.3% | +27.8% | -25.5% | +0.5% |
| 3M | +8.6% | +3.7% | +4.9% | +7.0% |
| 6M | +21.6% | +78.0% | -56.4% | +13.7% |
| YTD | +16.3% | +209.9% | -193.6% | +3.1% |
| 1Y | +35.1% | +389.6% | -354.5% | +12.3% |
| 3Y | +79.4% | +1,730.6% | -1,651.2% | +21.6% |
| 5Y | +109.8% | +1,227.8% | -1,118.0% | +40.9% |
| All | +109.8% | +1,217.4% | -1,107.6% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BE.
Daily Out/Under-Performance
Portfolio return minus BE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BE 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 5y: compounded portfolio wealth divided by compounded BE 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…
5y analysis · Full analysis span regression · 6 months rolling