+84.5%
AAPL vs BTG
+94.1%
-9.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.9% | +6.5% | +3.7% |
| 7D | -0.5% | -5.5% | +5.0% | -0.2% |
| 30D | +7.1% | +6.1% | +1.0% | +6.6% |
| 3M | +12.1% | +38.6% | -26.5% | +9.4% |
| 6M | +25.4% | +0.7% | +24.8% | +24.4% |
| YTD | +20.5% | +20.3% | +0.1% | +18.4% |
| 1Y | +44.5% | +25.0% | +19.5% | +41.2% |
| All | +84.5% | +94.1% | -9.6% | +75.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling