+148,895.4%
AAPL vs RSP
+1,139.7%
+147,755.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.1% |
| 7D | +0.1% | -0.8% | +0.9% | +0.8% |
| 30D | +3.0% | -0.3% | +3.3% | +3.3% |
| 3M | +2.9% | +4.3% | -1.4% | -1.2% |
| 6M | +22.1% | +8.8% | +13.3% | +12.7% |
| YTD | +18.0% | +15.3% | +2.8% | +3.2% |
| 1Y | +33.9% | +18.3% | +15.7% | +14.2% |
| 3Y | +71.2% | +52.8% | +18.4% | +15.4% |
| 5Y | +112.6% | +51.7% | +60.9% | +46.0% |
| 10Y | +1,198.8% | +208.5% | +990.3% | +369.4% |
| All | +148,895.4% | +1,139.7% | +147,755.8% | +13,518.4% |
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