+1,278.0%
AAPL vs BX
+673.1%
+604.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.5% | -0.7% | +0.8% |
| 7D | +3.8% | -5.6% | +9.5% | +6.1% |
| 30D | +9.9% | -12.2% | +22.2% | +15.4% |
| 3M | +12.5% | +7.4% | +5.1% | +8.5% |
| 6M | +27.6% | +22.2% | +5.5% | +15.6% |
| YTD | +22.6% | -14.0% | +36.6% | +27.2% |
| 1Y | +45.0% | -27.3% | +72.3% | +60.7% |
| 3Y | +87.8% | +24.5% | +63.2% | +58.7% |
| 5Y | +128.7% | +18.9% | +109.8% | +85.2% |
| All | +1,278.0% | +673.1% | +604.9% | +447.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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