+99,367.9%
AAPL vs SBAC
+2,222.3%
+97,145.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.2% |
| 7D | +4.1% | +0.6% | +3.5% | +4.0% |
| 30D | +4.0% | +5.5% | -1.5% | +3.0% |
| 3M | +16.8% | +3.1% | +13.7% | +16.0% |
| 6M | +19.4% | -7.0% | +26.4% | +20.3% |
| YTD | +31.5% | +0.5% | +31.0% | +30.0% |
| 1Y | +31.0% | +0.2% | +30.8% | +29.5% |
| 3Y | +95.3% | -7.4% | +102.6% | +93.5% |
| 5Y | +143.4% | -39.7% | +183.1% | +156.7% |
| 10Y | +1,330.5% | +112.5% | +1,218.0% | +1,146.7% |
| All | +99,367.9% | +2,222.3% | +97,145.6% | +55,903.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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