+1,165.5%
AAPL vs SPMO
+575.8%
+589.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.6% |
| 7D | -2.7% | +3.4% | -6.1% | -5.5% |
| 30D | +1.0% | +0.5% | +0.5% | +0.2% |
| 3M | +5.0% | +1.9% | +3.1% | 0.0% |
| 6M | +23.0% | +27.8% | -4.8% | -6.6% |
| YTD | +16.6% | +26.7% | -10.0% | -10.8% |
| 1Y | +33.4% | +28.9% | +4.5% | -0.1% |
| 3Y | +79.9% | +160.7% | -80.8% | -34.6% |
| 5Y | +109.0% | +150.2% | -41.2% | -20.6% |
| 10Y | +1,210.4% | +517.5% | +692.9% | +162.7% |
| All | +1,165.5% | +575.8% | +589.7% | +142.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling