+1,361.6%
AAPL vs BN
+297.2%
+1,064.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | +3.2% | -0.3% | +3.5% | +3.3% |
| 30D | +4.1% | +13.6% | -9.5% | -2.1% |
| 3M | +17.5% | -6.7% | +24.2% | +20.8% |
| 6M | +20.6% | -9.0% | +29.5% | +24.8% |
| YTD | +31.0% | -8.8% | +39.8% | +34.3% |
| 1Y | +30.2% | -10.6% | +40.8% | +34.4% |
| 3Y | +92.9% | +98.8% | -5.9% | +30.6% |
| 5Y | +142.4% | +33.6% | +108.8% | +95.4% |
| All | +1,361.6% | +297.2% | +1,064.4% | +592.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling