+1,306.6%
AAPL vs RCL
+381.8%
+924.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | +5.0% | +8.5% | -3.5% | +3.4% |
| 30D | +3.5% | +20.4% | -16.9% | -0.2% |
| 3M | +13.1% | +11.0% | +2.1% | +10.4% |
| 6M | +19.0% | +24.9% | -5.8% | +13.1% |
| YTD | +28.5% | +23.9% | +4.7% | +21.2% |
| 1Y | +29.7% | +30.8% | -1.1% | +20.7% |
| 3Y | +89.2% | +270.4% | -181.1% | +41.7% |
| 5Y | +141.2% | +296.1% | -154.9% | +70.4% |
| 10Y | +1,306.6% | +375.0% | +931.6% | +939.7% |
| All | +1,306.6% | +381.8% | +924.8% | +939.7% |
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