+124.8%
AAPL vs RVMD
+560.0%
-435.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.1% | +5.6% | +3.8% |
| 7D | -0.5% | -3.6% | +3.1% | -0.1% |
| 30D | +7.1% | -1.1% | +8.2% | +7.2% |
| 3M | +12.1% | +41.0% | -28.9% | +7.7% |
| 6M | +25.4% | +105.7% | -80.3% | +13.9% |
| YTD | +20.5% | +155.3% | -134.9% | +5.2% |
| 1Y | +44.5% | +402.7% | -358.2% | +14.2% |
| 3Y | +85.8% | +533.1% | -447.3% | +36.8% |
| 5Y | +124.8% | +583.5% | -458.8% | +47.4% |
| All | +124.8% | +560.0% | -435.3% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling