+5,985.5%
AAPL vs BTG
+385.9%
+5,599.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.4% |
| 7D | -3.0% | +2.4% | -5.4% | -3.1% |
| 30D | +2.3% | +9.5% | -7.2% | +1.8% |
| 3M | +8.6% | +38.5% | -29.9% | +6.5% |
| 6M | +21.6% | +5.6% | +15.9% | +20.7% |
| YTD | +16.3% | +23.9% | -7.6% | +14.3% |
| 1Y | +35.1% | +32.1% | +2.9% | +32.0% |
| 3Y | +79.4% | +103.2% | -23.8% | +70.0% |
| 5Y | +109.8% | +79.7% | +30.1% | +99.0% |
| 10Y | +1,237.1% | +159.1% | +1,077.9% | +1,131.1% |
| All | +5,985.5% | +385.9% | +5,599.6% | +5,553.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling