+122,851.5%
AAPL vs SPGI
+14,090.3%
+108,761.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.8% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +3.0% | +8.4% | -5.4% | -0.6% |
| 3M | +2.9% | +11.8% | -8.9% | -2.4% |
| 6M | +22.1% | +5.7% | +16.4% | +18.1% |
| YTD | +18.0% | -9.7% | +27.7% | +20.9% |
| 1Y | +33.9% | -12.5% | +46.4% | +38.5% |
| 3Y | +71.2% | +21.8% | +49.3% | +52.6% |
| 5Y | +112.6% | +8.2% | +104.4% | +98.1% |
| 10Y | +1,198.8% | +309.5% | +889.3% | +594.2% |
| All | +122,851.5% | +14,090.3% | +108,761.2% | +12,200.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling