+124.7%
AAPL vs BROS
+33.7%
+91.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +6.9% | +4.0% |
| 7D | -0.5% | -6.1% | +5.6% | +0.3% |
| 30D | +7.1% | -12.4% | +19.5% | +8.9% |
| 3M | +12.1% | -27.9% | +40.0% | +16.4% |
| 6M | +25.4% | -16.8% | +42.2% | +27.0% |
| YTD | +20.5% | -29.0% | +49.5% | +24.4% |
| 1Y | +44.5% | -33.2% | +77.7% | +49.9% |
| 3Y | +85.8% | +56.8% | +29.0% | +63.8% |
| All | +124.7% | +33.7% | +91.0% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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