+1,278.0%
AAPL vs BHP
+496.8%
+781.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +3.8% | -3.6% | +7.5% | +5.1% |
| 30D | +9.9% | -1.2% | +11.1% | +10.0% |
| 3M | +12.5% | +1.2% | +11.3% | +11.1% |
| 6M | +27.6% | +21.4% | +6.2% | +16.7% |
| YTD | +22.6% | +50.4% | -27.9% | +2.5% |
| 1Y | +45.0% | +67.5% | -22.5% | +15.9% |
| 3Y | +87.8% | +72.8% | +14.9% | +44.9% |
| 5Y | +128.7% | +112.6% | +16.1% | +55.6% |
| All | +1,278.0% | +496.8% | +781.2% | +562.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling