+190.4%
AAPL vs ROIV
+287.3%
-96.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.6% | -2.2% | +2.0% |
| 7D | +3.7% | +13.3% | -9.7% | +2.5% |
| 30D | +4.2% | +14.8% | -10.6% | +2.9% |
| 3M | +12.0% | +11.9% | +0.1% | +10.6% |
| 6M | +19.8% | +42.4% | -22.6% | +15.5% |
| YTD | +29.3% | +87.4% | -58.1% | +21.4% |
| 1Y | +31.1% | +97.2% | -66.1% | +22.3% |
| 3Y | +94.9% | +375.7% | -280.8% | +67.5% |
| 5Y | +138.1% | +379.0% | -241.0% | +87.7% |
| All | +190.4% | +287.3% | -96.9% | +143.9% |
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