+136,904.3%
AAPL vs RVTY
+2,885.1%
+134,019.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.9% |
| 7D | +4.1% | -0.5% | +4.6% | +4.3% |
| 30D | +4.0% | +1.5% | +2.4% | +3.1% |
| 3M | +16.8% | +31.5% | -14.7% | +6.7% |
| 6M | +19.4% | +62.7% | -43.3% | +1.6% |
| YTD | +31.5% | +60.0% | -28.5% | +11.3% |
| 1Y | +31.0% | +65.7% | -34.7% | +9.4% |
| 3Y | +95.3% | +85.2% | +10.1% | +53.8% |
| 5Y | +143.4% | -14.9% | +158.2% | +137.9% |
| 10Y | +1,330.5% | +211.9% | +1,118.6% | +856.3% |
| All | +136,904.3% | +2,885.1% | +134,019.1% | +39,041.7% |
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