+95.3%
AAPL vs RKT
+75.2%
+20.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +4.1% | -9.0% | +13.1% | +4.9% |
| 30D | +4.0% | +30.2% | -26.2% | +1.7% |
| 3M | +16.8% | -8.8% | +25.6% | +17.5% |
| 6M | +19.4% | -0.9% | +20.3% | +18.9% |
| YTD | +31.5% | -29.2% | +60.7% | +33.5% |
| 1Y | +31.0% | -20.1% | +51.0% | +31.6% |
| 3Y | +95.3% | +81.3% | +14.0% | +80.0% |
| All | +95.3% | +75.2% | +20.1% | +80.0% |
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