+1,306.6%
AAPL vs SPGI
+335.3%
+971.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.9% |
| 7D | +5.0% | +1.6% | +3.4% | +4.2% |
| 30D | +3.5% | +16.1% | -12.5% | -4.7% |
| 3M | +13.1% | +15.5% | -2.4% | +4.0% |
| 6M | +19.0% | +19.6% | -0.6% | +6.4% |
| YTD | +28.5% | -3.6% | +32.1% | +27.8% |
| 1Y | +29.7% | +2.2% | +27.5% | +24.3% |
| 3Y | +89.2% | +30.1% | +59.1% | +54.0% |
| 5Y | +141.2% | +14.9% | +126.3% | +107.4% |
| 10Y | +1,306.6% | +334.0% | +972.6% | +511.9% |
| All | +1,306.6% | +335.3% | +971.3% | +511.9% |
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