+31.0%
AAPL vs BWA
+12.3%
+18.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +4.1% | +4.3% | -0.1% | +3.7% |
| 30D | +4.0% | -13.0% | +17.0% | +5.3% |
| 3M | +16.8% | -24.8% | +41.6% | +20.0% |
| 6M | +19.4% | -23.5% | +42.9% | +22.1% |
| YTD | +31.5% | +13.8% | +17.7% | +25.3% |
| 1Y | +31.0% | +13.4% | +17.5% | +24.8% |
| All | +31.0% | +12.3% | +18.7% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling