+1,278.0%
AAPL vs BKR
+125.3%
+1,152.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +3.8% | -7.0% | +10.8% | +5.4% |
| 30D | +9.9% | -8.1% | +18.1% | +11.8% |
| 3M | +12.5% | -6.6% | +19.1% | +13.7% |
| 6M | +27.6% | +0.9% | +26.8% | +26.2% |
| YTD | +22.6% | +31.1% | -8.5% | +13.9% |
| 1Y | +45.0% | +27.7% | +17.3% | +35.1% |
| 3Y | +87.8% | +71.2% | +16.5% | +61.1% |
| 5Y | +128.7% | +177.6% | -49.0% | +70.1% |
| All | +1,278.0% | +125.3% | +1,152.7% | +794.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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