+1,254.4%
AAPL vs SPG
+64.3%
+1,190.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.5% |
| 7D | -0.5% | -2.2% | +1.7% | 0.0% |
| 30D | +7.1% | -5.8% | +12.9% | +8.7% |
| 3M | +12.1% | -2.8% | +14.9% | +12.8% |
| 6M | +25.4% | +8.9% | +16.5% | +22.5% |
| YTD | +20.5% | +14.3% | +6.2% | +16.2% |
| 1Y | +44.5% | +19.5% | +25.0% | +37.8% |
| 3Y | +85.8% | +106.9% | -21.1% | +55.3% |
| 5Y | +124.8% | +108.7% | +16.0% | +86.4% |
| All | +1,254.4% | +64.3% | +1,190.0% | +1,162.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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