+143.3%
AAPL vs BN
+31.1%
+112.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +1.1% |
| 7D | +4.1% | -1.0% | +5.1% | +4.6% |
| 30D | +4.0% | +14.0% | -10.0% | -2.0% |
| 3M | +16.8% | -9.0% | +25.8% | +21.3% |
| 6M | +19.4% | -8.8% | +28.2% | +23.4% |
| YTD | +31.5% | -10.3% | +41.8% | +35.6% |
| 1Y | +31.0% | -5.8% | +36.8% | +31.9% |
| 3Y | +95.3% | +94.8% | +0.5% | +32.6% |
| All | +143.3% | +31.1% | +112.3% | +99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling