+87.8%
AAPL vs RVMD
+537.4%
-449.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | +3.8% | -3.0% | +6.8% | +4.0% |
| 30D | +9.9% | -0.7% | +10.7% | +9.9% |
| 3M | +12.5% | +36.5% | -24.1% | +10.6% |
| 6M | +27.6% | +104.6% | -77.0% | +21.9% |
| YTD | +22.6% | +155.8% | -133.3% | +14.3% |
| 1Y | +45.0% | +340.7% | -295.7% | +28.5% |
| 3Y | +87.8% | +519.9% | -432.2% | +61.7% |
| All | +87.8% | +537.4% | -449.6% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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