+31.0%
AAPL vs RRC
+36.3%
-5.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.5% |
| 7D | +4.1% | +6.4% | -2.2% | +4.7% |
| 30D | +4.0% | +23.9% | -19.9% | +6.1% |
| 3M | +16.8% | +30.2% | -13.4% | +19.8% |
| 6M | +19.4% | +26.3% | -6.9% | +21.6% |
| YTD | +31.5% | +48.1% | -16.6% | +36.3% |
| 1Y | +31.0% | +37.7% | -6.7% | +36.0% |
| All | +31.0% | +36.3% | -5.3% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling