+11,120.8%
AAPL vs BR
+1,281.7%
+9,839.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -3.0% | -5.0% | +2.1% | -0.5% |
| 30D | +2.3% | -2.5% | +4.8% | +3.4% |
| 3M | +8.6% | +13.5% | -4.9% | +1.5% |
| 6M | +21.6% | -9.4% | +31.0% | +25.9% |
| YTD | +16.3% | -23.3% | +39.6% | +29.9% |
| 1Y | +35.1% | -31.6% | +66.7% | +59.4% |
| 3Y | +79.4% | -5.1% | +84.4% | +77.3% |
| 5Y | +109.8% | +8.2% | +101.7% | +91.9% |
| 10Y | +1,237.1% | +189.8% | +1,047.2% | +659.0% |
| All | +11,120.8% | +1,281.7% | +9,839.1% | +2,841.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling