+127,577.9%
AAPL vs BRO
+25,535.5%
+102,042.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +3.8% | -7.3% | +11.2% | +5.4% |
| 30D | +9.9% | -6.9% | +16.8% | +11.5% |
| 3M | +12.5% | +10.7% | +1.8% | +10.0% |
| 6M | +27.6% | -2.7% | +30.3% | +27.6% |
| YTD | +22.6% | -16.3% | +38.9% | +26.1% |
| 1Y | +45.0% | -29.1% | +74.1% | +54.0% |
| 3Y | +87.8% | -7.8% | +95.6% | +87.8% |
| 5Y | +128.7% | +18.7% | +109.9% | +117.1% |
| 10Y | +1,308.9% | +291.9% | +1,017.0% | +1,001.9% |
| All | +127,577.9% | +25,535.5% | +102,042.5% | +82,432.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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