+167,817.8%
AAPL vs SPG
+5,922.7%
+161,895.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +4.1% | +2.0% | +2.1% | +3.6% |
| 30D | +4.0% | +17.2% | -13.3% | -0.6% |
| 3M | +16.8% | +6.3% | +10.5% | +14.7% |
| 6M | +19.4% | +18.7% | +0.7% | +13.5% |
| YTD | +31.5% | +30.1% | +1.4% | +21.6% |
| 1Y | +31.0% | +32.8% | -1.8% | +20.4% |
| 3Y | +95.3% | +133.6% | -38.3% | +52.5% |
| 5Y | +143.4% | +84.4% | +59.0% | +100.8% |
| 10Y | +1,330.5% | +114.3% | +1,216.2% | +923.4% |
| All | +167,817.8% | +5,922.7% | +161,895.1% | +71,221.8% |
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 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