+127.8%
AAPL vs BLK
+32.0%
+95.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +0.9% |
| 7D | +3.8% | -3.3% | +7.1% | +5.7% |
| 30D | +9.9% | -6.5% | +16.5% | +13.9% |
| 3M | +12.5% | +6.7% | +5.7% | +7.9% |
| 6M | +27.6% | +14.7% | +12.9% | +16.8% |
| YTD | +22.6% | +2.5% | +20.0% | +18.8% |
| 1Y | +45.0% | -2.8% | +47.8% | +44.3% |
| 3Y | +87.8% | +65.9% | +21.9% | +32.5% |
| All | +127.8% | +32.0% | +95.8% | +74.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling