+1,237.1%
AAPL vs SPGI
+287.8%
+949.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +1.1% |
| 7D | -3.0% | -3.1% | +0.1% | -1.4% |
| 30D | +2.3% | +2.0% | +0.3% | +1.0% |
| 3M | +8.6% | +4.3% | +4.3% | +5.4% |
| 6M | +21.6% | -0.2% | +21.8% | +20.1% |
| YTD | +16.3% | -14.8% | +31.1% | +24.1% |
| 1Y | +35.1% | -18.5% | +53.6% | +47.2% |
| 3Y | +79.4% | +16.0% | +63.4% | +55.5% |
| 5Y | +109.8% | +2.2% | +107.6% | +92.6% |
| 10Y | +1,237.1% | +296.4% | +940.6% | +506.8% |
| All | +1,237.1% | +287.8% | +949.3% | +506.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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