+82.6%
AAPL vs ROIV
+201.4%
-118.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.7% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +3.0% | +1.0% | +2.0% | +2.8% |
| 3M | +2.9% | +18.3% | -15.4% | +0.8% |
| 6M | +22.1% | +18.3% | +3.8% | +19.3% |
| YTD | +18.0% | +61.0% | -43.0% | +11.0% |
| 1Y | +33.9% | +177.9% | -143.9% | +16.7% |
| All | +82.6% | +201.4% | -118.7% | +52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling