+8,907.2%
AAPL vs BIL
+30.4%
+8,876.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.3% |
| 7D | +0.1% | +0.1% | 0.0% | +0.7% |
| 30D | +3.0% | +0.3% | +2.6% | +5.4% |
| 3M | +2.9% | +0.9% | +2.0% | +10.0% |
| 6M | +22.1% | +1.8% | +20.3% | +39.1% |
| YTD | +18.0% | +2.4% | +15.6% | +40.3% |
| 1Y | +33.9% | +3.7% | +30.2% | +74.1% |
| 3Y | +71.2% | +14.2% | +57.0% | +347.7% |
| 5Y | +112.6% | +19.4% | +93.2% | +682.0% |
| 10Y | +1,198.8% | +25.2% | +1,173.6% | +6,829.6% |
| All | +8,907.2% | +30.4% | +8,876.9% | +61,344.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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