+1,326.9%
AAPL vs ROL
+214.5%
+1,112.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +1.8% | +0.8% | +1.0% | +1.5% |
| 30D | +4.3% | +20.6% | -16.3% | -3.1% |
| 3M | +16.6% | +4.5% | +12.2% | +14.2% |
| 6M | +21.6% | -26.5% | +48.1% | +35.9% |
| YTD | +31.2% | -34.8% | +66.0% | +53.3% |
| 1Y | +29.6% | -33.2% | +62.7% | +49.7% |
| 3Y | +93.1% | +4.5% | +88.7% | +80.8% |
| 5Y | +146.2% | +15.5% | +130.7% | +113.4% |
| 10Y | +1,326.9% | +217.2% | +1,109.6% | +732.4% |
| All | +1,326.9% | +214.5% | +1,112.4% | +732.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 ROL 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