+29.9%
AAPL vs RSP
+21.9%
+8.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.9% | +3.4% | +4.2% |
| 7D | +1.7% | +2.7% | -1.1% | +0.1% |
| 30D | +5.0% | +5.8% | -0.8% | +1.7% |
| 3M | +13.1% | +1.8% | +11.3% | +12.0% |
| 6M | +26.5% | +11.6% | +14.9% | +18.1% |
| YTD | +28.9% | +18.0% | +10.9% | +17.1% |
| 1Y | +29.9% | +21.8% | +8.1% | +15.9% |
| All | +29.9% | +21.9% | +8.0% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 1y: compounded portfolio wealth divided by compounded RSP 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…
1y analysis · Full analysis span regression · 6 months rolling