+64.4%
AAPL vs BIYA
-99.9%
+164.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | +9.0% | -4.9% | +4.1% |
| 30D | +4.0% | -12.9% | +16.9% | +4.1% |
| 3M | +16.8% | -54.7% | +71.5% | +17.4% |
| 6M | +19.4% | -85.1% | +104.5% | +19.1% |
| YTD | +31.5% | -96.9% | +128.4% | +32.5% |
| 1Y | +31.0% | -98.5% | +129.5% | +34.2% |
| All | +64.4% | -99.9% | +164.2% | +76.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling