+201.5%
AAPL vs RKT
-12.9%
+214.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -6.3% | +10.1% | +4.6% |
| 30D | +9.9% | -6.2% | +16.1% | +10.6% |
| 3M | +12.5% | -1.9% | +14.4% | +12.3% |
| 6M | +27.6% | -13.0% | +40.6% | +28.5% |
| YTD | +22.6% | -31.9% | +54.5% | +26.1% |
| 1Y | +45.0% | -37.6% | +82.5% | +50.1% |
| 3Y | +87.8% | +36.8% | +50.9% | +70.1% |
| 5Y | +128.7% | -9.7% | +138.4% | +106.4% |
| All | +201.5% | -12.9% | +214.4% | +162.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 10y: compounded portfolio wealth divided by compounded RKT 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…
10y analysis · Full analysis span regression · 6 months rolling