+124.8%
AAPL vs BP
+139.4%
-14.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.9% | +2.7% | +3.4% |
| 7D | -0.5% | +5.7% | -6.2% | -1.6% |
| 30D | +7.1% | +8.1% | -1.0% | +5.4% |
| 3M | +12.1% | +8.6% | +3.5% | +9.9% |
| 6M | +25.4% | +18.1% | +7.3% | +19.7% |
| YTD | +20.5% | +37.6% | -17.2% | +10.3% |
| 1Y | +44.5% | +39.4% | +5.1% | +31.6% |
| 3Y | +85.8% | +40.1% | +45.7% | +65.6% |
| 5Y | +124.8% | +141.3% | -16.6% | +74.0% |
| All | +124.8% | +139.4% | -14.6% | +74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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