+161,512.0%
AAPL vs BWA
+3,492.4%
+158,019.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.8% | -5.3% | -3.4% |
| 7D | +0.1% | +5.7% | -5.6% | -1.7% |
| 30D | +3.0% | +1.4% | +1.6% | +2.2% |
| 3M | +2.9% | -12.1% | +15.0% | +6.4% |
| 6M | +22.1% | +28.6% | -6.5% | +11.0% |
| YTD | +18.0% | +51.1% | -33.1% | +0.5% |
| 1Y | +33.9% | +55.9% | -21.9% | +12.5% |
| 3Y | +71.2% | +70.1% | +1.0% | +36.0% |
| 5Y | +112.6% | +90.7% | +21.9% | +59.0% |
| 10Y | +1,198.8% | +154.0% | +1,044.8% | +723.9% |
| All | +161,512.0% | +3,492.4% | +158,019.6% | +39,168.7% |
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