+86,194.6%
AAPL vs RCL
+4,549.4%
+81,645.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.1% | -5.1% | +5.2% | +1.2% |
| 30D | +3.0% | -19.0% | +22.0% | +7.5% |
| 3M | +2.9% | -9.6% | +12.5% | +4.6% |
| 6M | +22.1% | -6.7% | +28.8% | +22.8% |
| YTD | +18.0% | -3.9% | +21.9% | +17.1% |
| 1Y | +33.9% | -25.1% | +59.0% | +39.2% |
| 3Y | +71.2% | +179.1% | -107.9% | +32.9% |
| 5Y | +112.6% | +243.3% | -130.7% | +50.9% |
| 10Y | +1,198.8% | +325.8% | +873.0% | +658.3% |
| All | +86,194.6% | +4,549.4% | +81,645.2% | +26,702.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling