+44.5%
AAPL vs RCL
-24.0%
+68.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.8% | +3.6% |
| 7D | -0.5% | -2.5% | +2.0% | -0.2% |
| 30D | +7.1% | -15.7% | +22.8% | +9.2% |
| 3M | +12.1% | -3.6% | +15.7% | +12.3% |
| 6M | +25.4% | -8.7% | +34.1% | +25.9% |
| YTD | +20.5% | -6.2% | +26.6% | +21.1% |
| 1Y | +44.5% | -22.9% | +67.4% | +46.0% |
| All | +44.5% | -24.0% | +68.6% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling