+121,072.4%
AAPL vs RRX
+3,824.6%
+117,247.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.5% |
| 7D | -3.0% | -0.7% | -2.2% | -2.8% |
| 30D | +2.3% | -8.0% | +10.3% | +4.8% |
| 3M | +8.6% | -25.1% | +33.7% | +16.5% |
| 6M | +21.6% | -18.3% | +39.8% | +25.1% |
| YTD | +16.3% | +14.2% | +2.2% | +6.6% |
| 1Y | +35.1% | +13.0% | +22.0% | +23.2% |
| 3Y | +79.4% | +4.2% | +75.2% | +59.6% |
| 5Y | +109.8% | +17.9% | +92.0% | +75.5% |
| 10Y | +1,237.1% | +220.4% | +1,016.6% | +671.8% |
| All | +121,072.4% | +3,824.6% | +117,247.8% | +40,404.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling