+8,471.6%
AAPL vs BX
+873.6%
+7,598.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.7% | +3.4% | +0.8% |
| 7D | -3.0% | -5.7% | +2.7% | -1.3% |
| 30D | +2.3% | -8.9% | +11.2% | +4.9% |
| 3M | +8.6% | +8.4% | +0.2% | +5.6% |
| 6M | +21.6% | +18.9% | +2.6% | +14.2% |
| YTD | +16.3% | -13.6% | +29.9% | +19.4% |
| 1Y | +35.1% | -22.4% | +57.5% | +42.6% |
| 3Y | +79.4% | +26.0% | +53.4% | +60.7% |
| 5Y | +109.8% | +18.8% | +91.1% | +84.8% |
| 10Y | +1,237.1% | +668.7% | +568.3% | +607.6% |
| All | +8,471.6% | +873.6% | +7,598.0% | +3,404.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling