+295,997.5%
AAPL vs RL
+1,549.7%
+294,447.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.4% |
| 7D | +1.8% | -4.4% | +6.1% | +2.9% |
| 30D | +4.3% | +5.6% | -1.3% | +2.7% |
| 3M | +16.6% | -0.6% | +17.3% | +16.5% |
| 6M | +21.6% | +15.5% | +6.2% | +16.0% |
| YTD | +31.2% | +12.3% | +18.8% | +25.4% |
| 1Y | +29.6% | +19.3% | +10.2% | +21.7% |
| 3Y | +93.1% | +255.5% | -162.4% | +32.5% |
| 5Y | +146.2% | +247.1% | -100.8% | +66.5% |
| 10Y | +1,326.9% | +346.0% | +980.8% | +727.4% |
| All | +295,997.5% | +1,549.7% | +294,447.7% | +97,945.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RL.
Daily Out/Under-Performance
Portfolio return minus RL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RL 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 RL 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