+167,162.7%
AAPL vs SPG
+5,939.2%
+161,223.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +3.2% | +3.1% | +0.1% | +2.3% |
| 30D | +4.1% | +16.4% | -12.4% | -0.3% |
| 3M | +17.5% | +7.1% | +10.4% | +15.2% |
| 6M | +20.6% | +16.1% | +4.5% | +15.3% |
| YTD | +31.0% | +30.4% | +0.5% | +21.0% |
| 1Y | +30.2% | +33.0% | -2.8% | +19.6% |
| 3Y | +92.9% | +134.6% | -41.8% | +50.4% |
| 5Y | +142.4% | +84.9% | +57.5% | +99.9% |
| 10Y | +1,324.9% | +114.9% | +1,210.0% | +918.6% |
| All | +167,162.7% | +5,939.2% | +161,223.4% | +70,889.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling