+165,500.7%
AAPL vs RSP
+1,165.1%
+164,335.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.3% |
| 7D | +1.8% | -0.3% | +2.1% | +2.0% |
| 30D | +4.3% | +4.4% | -0.1% | +0.2% |
| 3M | +16.6% | +1.3% | +15.4% | +15.2% |
| 6M | +21.6% | +10.0% | +11.6% | +11.0% |
| YTD | +31.2% | +17.6% | +13.5% | +12.5% |
| 1Y | +29.6% | +19.2% | +10.3% | +9.6% |
| 3Y | +93.1% | +66.0% | +27.1% | +20.7% |
| 5Y | +146.2% | +50.4% | +95.8% | +70.1% |
| 10Y | +1,326.9% | +215.7% | +1,111.2% | +405.0% |
| All | +165,500.7% | +1,165.1% | +164,335.6% | +14,744.0% |
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