+1,306.6%
AAPL vs RSP
+213.6%
+1,093.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +5.0% | +0.7% | +4.3% | +4.3% |
| 30D | +3.5% | +3.7% | -0.2% | -0.1% |
| 3M | +13.1% | +0.7% | +12.4% | +12.2% |
| 6M | +19.0% | +9.0% | +10.0% | +8.9% |
| YTD | +28.5% | +16.7% | +11.9% | +9.8% |
| 1Y | +29.7% | +19.0% | +10.7% | +8.5% |
| 3Y | +89.2% | +64.7% | +24.5% | +14.6% |
| 5Y | +141.2% | +49.6% | +91.6% | +61.6% |
| 10Y | +1,306.6% | +213.2% | +1,093.5% | +413.7% |
| All | +1,306.6% | +213.6% | +1,093.0% | +413.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling