+29.9%
AAPL vs RDW
+9.7%
+20.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.9% | +10.2% | +5.4% |
| 7D | +1.7% | -14.3% | +16.0% | +2.0% |
| 30D | +5.0% | -26.0% | +31.0% | +5.6% |
| 3M | +13.1% | -27.4% | +40.4% | +13.7% |
| 6M | +26.5% | -10.6% | +37.1% | +27.1% |
| YTD | +28.9% | +1.6% | +27.3% | +29.5% |
| 1Y | +29.9% | +11.1% | +18.8% | +31.2% |
| All | +29.9% | +9.7% | +20.2% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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