+143.3%
AAPL vs ROIV
+380.3%
-237.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.5% | +0.5% |
| 7D | +4.1% | +1.7% | +2.5% | +4.0% |
| 30D | +4.0% | +17.6% | -13.6% | +2.4% |
| 3M | +16.8% | +9.0% | +7.8% | +15.5% |
| 6M | +19.4% | +35.3% | -15.9% | +15.5% |
| YTD | +31.5% | +82.2% | -50.7% | +23.3% |
| 1Y | +31.0% | +92.3% | -61.3% | +22.0% |
| 3Y | +95.3% | +336.8% | -241.5% | +67.5% |
| All | +143.3% | +380.3% | -237.0% | +87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling