+179,983.3%
AAPL vs BWA
+2,606.8%
+177,376.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +4.1% | +4.3% | -0.1% | +2.7% |
| 30D | +4.0% | -13.0% | +17.0% | +8.4% |
| 3M | +16.8% | -24.8% | +41.6% | +27.0% |
| 6M | +19.4% | -23.5% | +42.9% | +28.1% |
| YTD | +31.5% | +13.8% | +17.7% | +22.0% |
| 1Y | +31.0% | +13.4% | +17.5% | +21.5% |
| 3Y | +95.3% | +62.8% | +32.5% | +57.2% |
| 5Y | +143.4% | +28.5% | +114.9% | +106.3% |
| 10Y | +1,330.5% | +95.4% | +1,235.2% | +884.7% |
| All | +179,983.3% | +2,606.8% | +177,376.5% | +47,567.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling