+1,237.1%
AAPL vs RCL
+341.7%
+895.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.1% |
| 7D | -3.0% | -2.2% | -0.8% | -2.5% |
| 30D | +2.3% | -15.7% | +18.0% | +5.7% |
| 3M | +8.6% | -8.0% | +16.6% | +10.0% |
| 6M | +21.6% | -10.1% | +31.7% | +23.1% |
| YTD | +16.3% | -5.9% | +22.2% | +15.9% |
| 1Y | +35.1% | -23.5% | +58.5% | +39.5% |
| 3Y | +79.4% | +174.4% | -95.0% | +42.7% |
| 5Y | +109.8% | +227.1% | -117.3% | +54.7% |
| 10Y | +1,237.1% | +342.5% | +894.5% | +930.0% |
| All | +1,237.1% | +341.7% | +895.4% | +930.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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