+68,229.9%
AAPL vs BLK
+12,905.6%
+55,324.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.9% | +0.6% |
| 7D | -3.0% | -2.7% | -0.3% | -1.9% |
| 30D | +2.3% | -4.8% | +7.1% | +4.2% |
| 3M | +8.6% | +6.5% | +2.1% | +5.7% |
| 6M | +21.6% | +13.2% | +8.4% | +15.2% |
| YTD | +16.3% | +1.8% | +14.5% | +14.4% |
| 1Y | +35.1% | -1.0% | +36.0% | +33.9% |
| 3Y | +79.4% | +66.0% | +13.4% | +44.8% |
| 5Y | +109.8% | +31.2% | +78.6% | +83.8% |
| 10Y | +1,237.1% | +278.5% | +958.6% | +689.7% |
| All | +68,229.9% | +12,905.6% | +55,324.4% | +17,052.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling