+1,278.0%
AAPL vs RRC
+4.9%
+1,273.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.3% | +1.9% |
| 7D | +3.8% | -1.8% | +5.6% | +4.0% |
| 30D | +9.9% | +2.7% | +7.3% | +9.6% |
| 3M | +12.5% | +8.8% | +3.7% | +11.4% |
| 6M | +27.6% | -1.2% | +28.8% | +27.4% |
| YTD | +22.6% | +17.6% | +5.0% | +20.0% |
| 1Y | +45.0% | +18.4% | +26.6% | +41.6% |
| 3Y | +87.8% | +33.1% | +54.7% | +79.5% |
| 5Y | +128.7% | +148.2% | -19.5% | +101.6% |
| All | +1,278.0% | +4.9% | +1,273.1% | +944.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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