+109.8%
AAPL vs BN
+33.2%
+76.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.6% |
| 7D | -3.0% | -3.0% | 0.0% | -1.7% |
| 30D | +2.3% | -13.0% | +15.3% | +8.7% |
| 3M | +8.6% | -15.2% | +23.9% | +16.6% |
| 6M | +21.6% | -5.9% | +27.5% | +23.6% |
| YTD | +16.3% | -15.8% | +32.1% | +23.7% |
| 1Y | +35.1% | -12.2% | +47.2% | +40.1% |
| 3Y | +79.4% | +72.2% | +7.2% | +28.7% |
| 5Y | +109.8% | +33.2% | +76.6% | +71.0% |
| All | +109.8% | +33.2% | +76.7% | +71.0% |
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