+127.8%
AAPL vs BTG
+78.0%
+49.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.7% |
| 7D | +3.8% | -3.8% | +7.6% | +4.2% |
| 30D | +9.9% | +3.6% | +6.3% | +9.5% |
| 3M | +12.5% | +32.0% | -19.5% | +9.4% |
| 6M | +27.6% | +3.4% | +24.3% | +26.2% |
| YTD | +22.6% | +20.8% | +1.8% | +19.3% |
| 1Y | +45.0% | +22.4% | +22.6% | +40.3% |
| 3Y | +87.8% | +91.7% | -4.0% | +71.0% |
| All | +127.8% | +78.0% | +49.8% | +112.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling