+29.9%
AAPL vs BLK
+17.9%
+12.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +5.4% | -0.1% | +3.9% |
| 7D | +1.7% | +5.7% | -4.1% | +0.2% |
| 30D | +5.0% | +14.8% | -9.8% | +1.3% |
| 3M | +13.1% | +8.8% | +4.3% | +10.6% |
| 6M | +26.5% | +17.6% | +8.9% | +20.4% |
| YTD | +28.9% | +16.3% | +12.6% | +22.9% |
| 1Y | +29.9% | +18.0% | +11.9% | +23.5% |
| All | +29.9% | +17.9% | +12.0% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling