+1,278.0%
AAPL vs BTI
+73.8%
+1,204.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.1% | +1.5% |
| 7D | +3.8% | -0.2% | +4.0% | +3.9% |
| 30D | +9.9% | -1.1% | +11.0% | +10.3% |
| 3M | +12.5% | -8.8% | +21.3% | +15.5% |
| 6M | +27.6% | -4.0% | +31.6% | +28.5% |
| YTD | +22.6% | +0.4% | +22.2% | +21.5% |
| 1Y | +45.0% | +1.9% | +43.1% | +42.6% |
| 3Y | +87.8% | +108.5% | -20.8% | +41.2% |
| 5Y | +128.7% | +118.5% | +10.1% | +66.6% |
| All | +1,278.0% | +73.8% | +1,204.2% | +877.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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