+121,410.5%
AAPL vs RJF
+49,360.8%
+72,049.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | -2.7% | +1.8% | -4.5% | -3.3% |
| 30D | +1.0% | 0.0% | +1.0% | +0.9% |
| 3M | +5.0% | +18.0% | -13.0% | -0.5% |
| 6M | +23.0% | +17.0% | +6.1% | +16.7% |
| YTD | +16.6% | +11.1% | +5.5% | +12.1% |
| 1Y | +33.4% | +8.0% | +25.5% | +29.1% |
| 3Y | +79.9% | +73.3% | +6.6% | +47.8% |
| 5Y | +109.0% | +107.4% | +1.6% | +60.7% |
| 10Y | +1,210.4% | +428.5% | +781.9% | +625.2% |
| All | +121,410.5% | +49,360.8% | +72,049.7% | +18,334.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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