+1,278.0%
AAPL vs BNY
+416.3%
+861.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +3.8% | -1.3% | +5.2% | +4.4% |
| 30D | +9.9% | -0.2% | +10.1% | +9.9% |
| 3M | +12.5% | +14.9% | -2.4% | +6.0% |
| 6M | +27.6% | +40.0% | -12.4% | +10.6% |
| YTD | +22.6% | +42.0% | -19.4% | +5.4% |
| 1Y | +45.0% | +56.9% | -11.9% | +19.5% |
| 3Y | +87.8% | +289.9% | -202.1% | +7.3% |
| 5Y | +128.7% | +259.2% | -130.5% | +32.1% |
| All | +1,278.0% | +416.3% | +861.7% | +588.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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