+150,594.3%
AAPL vs SPG
+5,256.9%
+145,337.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.2% |
| 7D | +0.1% | -2.4% | +2.5% | +0.8% |
| 30D | +3.0% | -6.8% | +9.8% | +5.0% |
| 3M | +2.9% | +2.7% | +0.2% | +1.9% |
| 6M | +22.1% | +5.5% | +16.6% | +19.9% |
| YTD | +18.0% | +15.7% | +2.3% | +12.9% |
| 1Y | +33.9% | +20.9% | +13.1% | +26.4% |
| 3Y | +71.2% | +112.4% | -41.2% | +37.2% |
| 5Y | +112.6% | +101.4% | +11.3% | +71.6% |
| 10Y | +1,198.8% | +60.6% | +1,138.1% | +911.4% |
| All | +150,594.3% | +5,256.9% | +145,337.4% | +66,100.5% |
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