+1,278.0%
AAPL vs RVTY
+145.6%
+1,132.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.0% | +0.7% |
| 7D | +3.8% | -4.5% | +8.4% | +5.7% |
| 30D | +9.9% | +5.5% | +4.5% | +7.4% |
| 3M | +12.5% | +22.5% | -10.0% | +2.6% |
| 6M | +27.6% | +38.9% | -11.3% | +9.3% |
| YTD | +22.6% | +28.7% | -6.2% | +7.3% |
| 1Y | +45.0% | +45.5% | -0.5% | +19.3% |
| 3Y | +87.8% | +16.4% | +71.4% | +61.8% |
| 5Y | +128.7% | -32.7% | +161.4% | +155.8% |
| All | +1,278.0% | +145.6% | +1,132.3% | +670.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling