+121,410.5%
AAPL vs BN
+14,855.3%
+106,555.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.3% |
| 7D | -2.7% | -1.2% | -1.6% | -2.3% |
| 30D | +1.0% | -10.9% | +11.9% | +5.1% |
| 3M | +5.0% | -11.1% | +16.0% | +9.1% |
| 6M | +23.0% | -4.4% | +27.4% | +24.2% |
| YTD | +16.6% | -14.1% | +30.8% | +21.8% |
| 1Y | +33.4% | -11.1% | +44.5% | +37.2% |
| 3Y | +79.9% | +75.6% | +4.3% | +42.9% |
| 5Y | +109.0% | +35.8% | +73.2% | +79.9% |
| 10Y | +1,210.4% | +261.6% | +948.9% | +700.5% |
| All | +121,410.5% | +14,855.3% | +106,555.2% | +36,811.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling