+1,278.0%
AAPL vs RSG
+428.9%
+849.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.4% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +9.9% | +4.0% | +6.0% | +7.8% |
| 3M | +12.5% | +7.4% | +5.1% | +8.1% |
| 6M | +27.6% | +0.1% | +27.5% | +26.7% |
| YTD | +22.6% | +6.0% | +16.5% | +17.5% |
| 1Y | +45.0% | -3.0% | +48.0% | +45.6% |
| 3Y | +87.8% | +56.5% | +31.3% | +38.9% |
| 5Y | +128.7% | +90.9% | +37.8% | +46.8% |
| All | +1,278.0% | +428.9% | +849.1% | +460.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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