+35.1%
AAPL vs RSP
+16.1%
+19.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.3% |
| 7D | -3.0% | -1.8% | -1.1% | -1.8% |
| 30D | +2.3% | -2.5% | +4.8% | +4.0% |
| 3M | +8.6% | +3.0% | +5.6% | +6.5% |
| 6M | +21.6% | +8.9% | +12.7% | +14.2% |
| YTD | +16.3% | +13.0% | +3.3% | +7.3% |
| 1Y | +35.1% | +16.2% | +18.8% | +24.2% |
| All | +35.1% | +16.1% | +19.0% | +24.2% |
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