+53.2%
AAPL vs BIYA
-99.8%
+152.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +1.8% |
| 7D | +3.8% | -1.8% | +5.6% | +3.9% |
| 30D | +9.9% | -17.5% | +27.4% | +10.1% |
| 3M | +12.5% | -78.0% | +90.5% | +12.7% |
| 6M | +27.6% | -89.5% | +117.1% | +27.7% |
| YTD | +22.6% | -94.3% | +116.8% | +23.1% |
| 1Y | +45.0% | -98.6% | +143.6% | +50.8% |
| All | +53.2% | -99.8% | +152.9% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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