+24,424.5%
AAPL vs BIDU
+1,294.4%
+23,130.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -3.0% | -2.4% | -0.5% | -2.5% |
| 30D | +2.3% | -16.0% | +18.3% | +6.1% |
| 3M | +8.6% | -24.0% | +32.6% | +14.9% |
| 6M | +21.6% | -24.9% | +46.4% | +27.7% |
| YTD | +16.3% | -29.6% | +45.9% | +23.2% |
| 1Y | +35.1% | -15.2% | +50.2% | +35.3% |
| 3Y | +79.4% | -32.2% | +111.5% | +83.2% |
| 5Y | +109.8% | -43.8% | +153.6% | +108.0% |
| 10Y | +1,237.1% | -49.5% | +1,286.5% | +1,159.0% |
| All | +24,424.5% | +1,294.4% | +23,130.1% | +10,145.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling