+163,200.4%
AAPL vs RSP
+1,155.4%
+162,045.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.2% | +0.3% |
| 7D | +3.7% | +0.4% | +3.2% | +3.3% |
| 30D | +4.2% | +3.7% | +0.5% | +0.7% |
| 3M | +12.0% | +0.8% | +11.3% | +11.1% |
| 6M | +19.8% | +9.1% | +10.7% | +10.2% |
| YTD | +29.3% | +16.7% | +12.6% | +11.7% |
| 1Y | +31.1% | +19.7% | +11.4% | +10.5% |
| 3Y | +94.9% | +66.7% | +28.1% | +21.3% |
| 5Y | +138.1% | +48.7% | +89.4% | +66.3% |
| 10Y | +1,276.0% | +215.6% | +1,060.4% | +387.2% |
| All | +163,200.4% | +1,155.4% | +162,045.0% | +14,640.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling