+177,734.8%
AAPL vs RBA
+3,565.5%
+174,169.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +3.0% | -12.3% | +15.3% | +6.2% |
| 3M | +2.9% | -20.5% | +23.4% | +8.1% |
| 6M | +22.1% | -18.5% | +40.6% | +27.3% |
| YTD | +18.0% | -18.2% | +36.2% | +22.6% |
| 1Y | +33.9% | -27.5% | +61.4% | +43.0% |
| 3Y | +71.2% | +38.1% | +33.1% | +54.4% |
| 5Y | +112.6% | +44.8% | +67.8% | +86.1% |
| 10Y | +1,198.8% | +187.1% | +1,011.6% | +844.0% |
| All | +177,734.8% | +3,565.5% | +174,169.3% | +89,457.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling