+146.2%
AAPL vs RRC
+135.4%
+10.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.8% | +1.9% |
| 7D | +1.8% | -0.5% | +2.2% | +1.8% |
| 30D | +4.3% | +25.2% | -20.9% | +1.2% |
| 3M | +16.6% | +27.8% | -11.2% | +12.8% |
| 6M | +21.6% | +27.2% | -5.6% | +17.5% |
| YTD | +31.2% | +48.2% | -17.0% | +23.5% |
| 1Y | +29.6% | +34.7% | -5.1% | +23.5% |
| 3Y | +93.1% | +62.2% | +30.9% | +76.9% |
| 5Y | +146.2% | +130.9% | +15.3% | +107.1% |
| All | +146.2% | +135.4% | +10.8% | +107.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling