+1,278.0%
AAPL vs BTG
+159.3%
+1,118.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | +3.8% | -3.8% | +7.6% | +4.1% |
| 30D | +9.9% | +3.6% | +6.3% | +9.5% |
| 3M | +12.5% | +32.0% | -19.5% | +9.9% |
| 6M | +27.6% | +3.4% | +24.3% | +26.5% |
| YTD | +22.6% | +20.8% | +1.8% | +19.8% |
| 1Y | +45.0% | +22.4% | +22.6% | +41.2% |
| 3Y | +87.8% | +91.7% | -4.0% | +74.7% |
| 5Y | +128.7% | +79.0% | +49.7% | +112.2% |
| All | +1,278.0% | +159.3% | +1,118.7% | +1,207.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling