+133,818.2%
AAPL vs SPGI
+15,046.0%
+118,772.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | +5.0% | +1.6% | +3.4% | +4.3% |
| 30D | +3.5% | +16.1% | -12.5% | -3.0% |
| 3M | +13.1% | +15.5% | -2.4% | +6.0% |
| 6M | +19.0% | +19.6% | -0.6% | +9.2% |
| YTD | +28.5% | -3.6% | +32.1% | +27.8% |
| 1Y | +29.7% | +2.2% | +27.5% | +25.5% |
| 3Y | +89.2% | +30.1% | +59.1% | +63.9% |
| 5Y | +141.2% | +14.9% | +126.3% | +118.8% |
| 10Y | +1,306.6% | +334.0% | +972.6% | +632.2% |
| All | +133,818.2% | +15,046.0% | +118,772.2% | +12,900.5% |
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