+78.2%
AAPL vs RKT
+37.5%
+40.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | 0.0% |
| 7D | -3.0% | -1.0% | -2.0% | -2.9% |
| 30D | +2.3% | -2.4% | +4.7% | +2.4% |
| 3M | +8.6% | +1.9% | +6.7% | +8.1% |
| 6M | +21.6% | -13.9% | +35.4% | +22.3% |
| YTD | +16.3% | -30.6% | +46.9% | +18.5% |
| 1Y | +35.1% | -34.4% | +69.4% | +37.8% |
| All | +78.2% | +37.5% | +40.7% | +65.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling