+121,410.5%
AAPL vs BHP
+8,048.4%
+113,362.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.7% |
| 7D | -2.7% | +1.3% | -4.0% | -3.2% |
| 30D | +1.0% | +4.0% | -3.0% | -0.4% |
| 3M | +5.0% | +12.3% | -7.3% | +0.4% |
| 6M | +23.0% | +30.8% | -7.8% | +11.4% |
| YTD | +16.6% | +58.8% | -42.1% | -1.4% |
| 1Y | +33.4% | +76.8% | -43.4% | +8.6% |
| 3Y | +79.9% | +87.5% | -7.6% | +41.6% |
| 5Y | +109.0% | +123.9% | -14.9% | +50.8% |
| 10Y | +1,210.4% | +504.4% | +706.1% | +561.7% |
| All | +121,410.5% | +8,048.4% | +113,362.1% | +21,587.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling