+123.9%
AAPL vs BKR
+174.4%
-50.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -6.7% | +10.2% | +4.7% |
| 7D | -0.5% | -6.7% | +6.2% | +0.6% |
| 30D | +7.1% | -8.3% | +15.5% | +8.7% |
| 3M | +12.1% | -5.4% | +17.5% | +12.9% |
| 6M | +25.4% | +0.8% | +24.6% | +24.2% |
| YTD | +20.5% | +31.8% | -11.4% | +12.7% |
| 1Y | +44.5% | +28.6% | +16.0% | +35.5% |
| 3Y | +85.8% | +71.2% | +14.5% | +62.6% |
| All | +123.9% | +174.4% | -50.5% | +76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling