+1,278.0%
AAPL vs BIDU
-48.7%
+1,326.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.6% |
| 7D | +3.8% | -8.1% | +12.0% | +5.6% |
| 30D | +9.9% | -12.8% | +22.8% | +12.7% |
| 3M | +12.5% | -21.3% | +33.8% | +17.5% |
| 6M | +27.6% | -27.0% | +54.6% | +34.4% |
| YTD | +22.6% | -30.0% | +52.6% | +29.3% |
| 1Y | +45.0% | -18.3% | +63.2% | +46.1% |
| 3Y | +87.8% | -33.8% | +121.6% | +92.4% |
| 5Y | +128.7% | -44.3% | +173.0% | +128.7% |
| All | +1,278.0% | -48.7% | +1,326.7% | +1,107.6% |
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