+87.8%
AAPL vs BLK
+66.0%
+21.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.0% |
| 7D | +3.8% | -3.3% | +7.1% | +5.4% |
| 30D | +9.9% | -6.5% | +16.5% | +13.3% |
| 3M | +12.5% | +6.7% | +5.7% | +8.6% |
| 6M | +27.6% | +14.7% | +12.9% | +18.3% |
| YTD | +22.6% | +2.5% | +20.0% | +19.4% |
| 1Y | +45.0% | -2.8% | +47.8% | +44.8% |
| 3Y | +87.8% | +65.9% | +21.9% | +47.4% |
| All | +87.8% | +66.0% | +21.8% | +47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling