+87.8%
AAPL vs RSG
+57.7%
+30.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.6% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +9.9% | +4.0% | +6.0% | +9.2% |
| 3M | +12.5% | +7.4% | +5.1% | +11.1% |
| 6M | +27.6% | +0.1% | +27.5% | +27.9% |
| YTD | +22.6% | +6.0% | +16.5% | +20.8% |
| 1Y | +45.0% | -3.0% | +48.0% | +46.6% |
| 3Y | +87.8% | +56.5% | +31.3% | +76.3% |
| All | +87.8% | +57.7% | +30.0% | +76.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling