+1,237.1%
AAPL vs RBA
+189.2%
+1,047.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | -3.0% | -1.9% | -1.1% | -2.4% |
| 30D | +2.3% | -13.0% | +15.3% | +6.4% |
| 3M | +8.6% | -23.1% | +31.7% | +16.4% |
| 6M | +21.6% | -22.6% | +44.1% | +29.7% |
| YTD | +16.3% | -20.4% | +36.7% | +22.6% |
| 1Y | +35.1% | -29.6% | +64.6% | +47.4% |
| 3Y | +79.4% | +26.6% | +52.8% | +61.4% |
| 5Y | +109.8% | +38.2% | +71.7% | +78.5% |
| 10Y | +1,237.1% | +194.7% | +1,042.3% | +772.0% |
| All | +1,237.1% | +189.2% | +1,047.9% | +772.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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