+123.9%
AAPL vs BKNG
+92.3%
+31.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.0% | +3.4% |
| 7D | -0.5% | -10.7% | +10.2% | +3.3% |
| 30D | +7.1% | -18.1% | +25.2% | +14.5% |
| 3M | +12.1% | +8.5% | +3.6% | +8.1% |
| 6M | +25.4% | -0.1% | +25.5% | +23.7% |
| YTD | +20.5% | -18.2% | +38.7% | +27.3% |
| 1Y | +44.5% | -19.9% | +64.4% | +53.3% |
| 3Y | +85.8% | +41.6% | +44.2% | +57.0% |
| All | +123.9% | +92.3% | +31.6% | +60.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BKNG.
Daily Out/Under-Performance
Portfolio return minus BKNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKNG 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 BKNG 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