+1,360.5%
AAPL vs RRC
+71.8%
+1,288.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | +3.1% | +2.5% | +0.6% | +2.8% |
| 30D | +4.0% | +21.1% | -17.2% | +1.8% |
| 3M | +17.4% | +28.4% | -11.0% | +14.2% |
| 6M | +20.5% | +26.5% | -6.0% | +17.2% |
| YTD | +30.9% | +47.0% | -16.1% | +24.9% |
| 1Y | +30.1% | +35.2% | -5.1% | +25.2% |
| 3Y | +92.7% | +61.0% | +31.7% | +80.4% |
| 5Y | +142.2% | +133.6% | +8.6% | +113.9% |
| All | +1,360.5% | +71.8% | +1,288.7% | +998.8% |
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