+124.8%
AAPL vs BMY
+22.8%
+102.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.7% |
| 7D | -0.5% | -6.4% | +5.9% | +0.4% |
| 30D | +7.1% | +0.2% | +6.9% | +7.1% |
| 3M | +12.1% | +16.0% | -3.9% | +9.7% |
| 6M | +25.4% | +8.3% | +17.1% | +23.8% |
| YTD | +20.5% | +22.2% | -1.7% | +16.8% |
| 1Y | +44.5% | +41.7% | +2.8% | +37.0% |
| 3Y | +85.8% | +20.7% | +65.1% | +84.3% |
| 5Y | +124.8% | +23.9% | +100.8% | +149.7% |
| All | +124.8% | +22.8% | +102.0% | +149.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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