+87.8%
AAPL vs RRX
+5.4%
+82.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.7% | -1.9% | +1.1% |
| 7D | +3.8% | -0.3% | +4.2% | +3.9% |
| 30D | +9.9% | -6.1% | +16.1% | +11.0% |
| 3M | +12.5% | -23.1% | +35.5% | +16.4% |
| 6M | +27.6% | -19.5% | +47.2% | +29.6% |
| YTD | +22.6% | +16.1% | +6.5% | +14.2% |
| 1Y | +45.0% | +12.9% | +32.1% | +35.3% |
| 3Y | +87.8% | +7.9% | +79.8% | +79.4% |
| All | +87.8% | +5.4% | +82.4% | +79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 3y: compounded portfolio wealth divided by compounded RRX 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…
3y analysis · Full analysis span regression · 6 months rolling