+1,162.0%
AAPL vs SPMO
+575.0%
+587.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -3.0% | +2.7% | -5.7% | -5.2% |
| 30D | +2.3% | +1.1% | +1.2% | +1.0% |
| 3M | +8.6% | +2.0% | +6.6% | +3.3% |
| 6M | +21.6% | +26.5% | -5.0% | -6.8% |
| YTD | +16.3% | +26.5% | -10.2% | -11.0% |
| 1Y | +35.1% | +27.9% | +7.1% | +1.9% |
| 3Y | +79.4% | +160.4% | -81.0% | -34.8% |
| 5Y | +109.8% | +151.5% | -41.7% | -20.7% |
| 10Y | +1,237.1% | +526.3% | +710.7% | +166.8% |
| All | +1,162.0% | +575.0% | +587.0% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded SPMO 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling