+142.7%
AAPL vs RGEN
-35.6%
+178.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.2% |
| 7D | +1.8% | -3.1% | +4.9% | +2.3% |
| 30D | +4.3% | +0.1% | +4.2% | +4.1% |
| 3M | +16.6% | +4.8% | +11.9% | +14.9% |
| 6M | +21.6% | +48.9% | -27.3% | +11.6% |
| YTD | +31.2% | +5.3% | +25.8% | +27.7% |
| 1Y | +29.6% | +12.5% | +17.1% | +24.4% |
| 3Y | +93.1% | +17.0% | +76.1% | +75.9% |
| All | +142.7% | -35.6% | +178.3% | +124.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 5y: compounded portfolio wealth divided by compounded RGEN 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…
5y analysis · Full analysis span regression · 6 months rolling