+127.8%
AAPL vs BR
+8.0%
+119.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | +3.8% | -3.0% | +6.8% | +5.3% |
| 30D | +9.9% | -0.3% | +10.2% | +9.9% |
| 3M | +12.5% | +17.3% | -4.8% | +3.8% |
| 6M | +27.6% | -6.7% | +34.3% | +30.9% |
| YTD | +22.6% | -23.4% | +46.0% | +39.2% |
| 1Y | +45.0% | -32.7% | +77.6% | +77.1% |
| 3Y | +87.8% | -5.9% | +93.7% | +84.1% |
| All | +127.8% | +8.0% | +119.8% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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