+193,597.0%
AAPL vs RBA
+4,118.8%
+189,478.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | +5.0% | +3.2% | +1.8% | +4.2% |
| 30D | +3.5% | +12.0% | -8.5% | +0.6% |
| 3M | +13.1% | +2.9% | +10.2% | +11.9% |
| 6M | +19.0% | -6.3% | +25.3% | +19.8% |
| YTD | +28.5% | -5.9% | +34.4% | +28.8% |
| 1Y | +29.7% | -3.9% | +33.6% | +29.2% |
| 3Y | +89.2% | +64.9% | +24.4% | +63.7% |
| 5Y | +141.2% | +48.5% | +92.7% | +109.8% |
| 10Y | +1,306.6% | +211.8% | +1,094.8% | +899.5% |
| All | +193,597.0% | +4,118.8% | +189,478.2% | +93,987.6% |
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