+127.8%
AAPL vs RGTI
+56.8%
+71.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.7% |
| 7D | +3.8% | +0.5% | +3.4% | +3.8% |
| 30D | +9.9% | -17.1% | +27.0% | +10.6% |
| 3M | +12.5% | -26.0% | +38.5% | +13.4% |
| 6M | +27.6% | -9.9% | +37.5% | +27.0% |
| YTD | +22.6% | -31.1% | +53.6% | +22.9% |
| 1Y | +45.0% | -8.5% | +53.5% | +42.3% |
| 3Y | +87.8% | +652.2% | -564.5% | +52.6% |
| All | +127.8% | +56.8% | +71.0% | +97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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