+1,367.3%
AAPL vs BIDU
-51.3%
+1,418.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +4.1% | -4.6% | +8.7% | +5.1% |
| 30D | +4.0% | -4.5% | +8.5% | +4.9% |
| 3M | +16.8% | -25.4% | +42.2% | +23.5% |
| 6M | +19.4% | -48.1% | +67.5% | +35.7% |
| YTD | +31.5% | -40.2% | +71.7% | +43.2% |
| 1Y | +31.0% | -35.2% | +66.2% | +39.6% |
| 3Y | +95.3% | -27.1% | +122.4% | +94.7% |
| 5Y | +143.4% | -54.2% | +197.5% | +155.1% |
| All | +1,367.3% | -51.3% | +1,418.7% | +1,193.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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