+122,851.5%
AAPL vs RVTY
+2,416.7%
+120,434.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +0.1% | +1.1% | -1.0% | -0.3% |
| 30D | +3.0% | +13.2% | -10.2% | -0.9% |
| 3M | +2.9% | +27.2% | -24.4% | -5.0% |
| 6M | +22.1% | +32.4% | -10.3% | +10.7% |
| YTD | +18.0% | +34.9% | -16.8% | +5.8% |
| 1Y | +33.9% | +52.4% | -18.4% | +15.2% |
| 3Y | +71.2% | +12.3% | +58.9% | +56.7% |
| 5Y | +112.6% | -30.8% | +143.4% | +122.5% |
| 10Y | +1,198.8% | +150.7% | +1,048.1% | +831.0% |
| All | +122,851.5% | +2,416.7% | +120,434.8% | +37,131.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling