+78,030.4%
AAPL vs RIG
-40.2%
+78,070.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -2.2% |
| 7D | +0.1% | +0.9% | -0.8% | 0.0% |
| 30D | +3.0% | +13.8% | -10.8% | +1.2% |
| 3M | +2.9% | -6.4% | +9.3% | +3.3% |
| 6M | +22.1% | -8.2% | +30.3% | +22.2% |
| YTD | +18.0% | +41.6% | -23.6% | +11.3% |
| 1Y | +33.9% | +88.7% | -54.8% | +20.9% |
| 3Y | +71.2% | -30.9% | +102.0% | +69.9% |
| 5Y | +112.6% | +57.7% | +54.9% | +79.3% |
| 10Y | +1,198.8% | -39.3% | +1,238.0% | +889.7% |
| All | +78,030.4% | -40.2% | +78,070.6% | +53,035.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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