+161.9%
AAPL vs ROIV
+295.0%
-133.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +18.8% | -19.9% | -2.7% |
| 7D | -2.7% | +20.2% | -22.9% | -4.4% |
| 30D | +1.0% | +14.1% | -13.1% | -0.3% |
| 3M | +5.0% | +45.6% | -40.6% | +1.3% |
| 6M | +23.0% | +44.1% | -21.1% | +18.6% |
| YTD | +16.6% | +91.2% | -74.5% | +9.4% |
| 1Y | +33.4% | +221.3% | -187.9% | +19.1% |
| 3Y | +79.9% | +229.2% | -149.3% | +58.2% |
| 5Y | +109.0% | +316.5% | -207.4% | +70.4% |
| All | +161.9% | +295.0% | -133.2% | +119.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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