+122,851.5%
AAPL vs BMY
+1,782.2%
+121,069.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.0% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +3.0% | +5.0% | -2.0% | +1.5% |
| 3M | +2.9% | +19.4% | -16.5% | -2.5% |
| 6M | +22.1% | +9.5% | +12.6% | +18.3% |
| YTD | +18.0% | +28.1% | -10.0% | +9.1% |
| 1Y | +33.9% | +50.0% | -16.0% | +17.7% |
| 3Y | +71.2% | +24.1% | +47.1% | +55.3% |
| 5Y | +112.6% | +25.0% | +87.6% | +91.2% |
| 10Y | +1,198.8% | +68.7% | +1,130.1% | +944.1% |
| All | +122,851.5% | +1,782.2% | +121,069.3% | +30,412.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling