+1,237.1%
AAPL vs RSP
+203.7%
+1,033.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.7% |
| 7D | -3.0% | -1.8% | -1.1% | -1.2% |
| 30D | +2.3% | -2.5% | +4.8% | +4.9% |
| 3M | +8.6% | +3.0% | +5.6% | +5.3% |
| 6M | +21.6% | +8.9% | +12.7% | +11.4% |
| YTD | +16.3% | +13.0% | +3.3% | +2.7% |
| 1Y | +35.1% | +16.2% | +18.8% | +15.7% |
| 3Y | +79.4% | +52.7% | +26.7% | +17.3% |
| 5Y | +109.8% | +50.5% | +59.4% | +40.6% |
| 10Y | +1,237.1% | +209.8% | +1,027.2% | +397.5% |
| All | +1,237.1% | +203.7% | +1,033.4% | +397.5% |
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