+79.9%
AAPL vs RSP
+54.0%
+25.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.2% |
| 7D | -2.7% | -0.4% | -2.3% | -2.4% |
| 30D | +1.0% | -1.5% | +2.5% | +2.5% |
| 3M | +5.0% | +4.8% | +0.2% | +0.1% |
| 6M | +23.0% | +10.3% | +12.8% | +11.6% |
| YTD | +16.6% | +14.1% | +2.6% | +2.2% |
| 1Y | +33.4% | +17.0% | +16.4% | +13.8% |
| 3Y | +79.9% | +54.2% | +25.7% | +24.1% |
| All | +79.9% | +54.0% | +25.8% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling