+799.4%
AAPL vs SPOT
+260.8%
+538.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.3% |
| 7D | +3.2% | -2.6% | +5.8% | +3.8% |
| 30D | +4.1% | +13.5% | -9.4% | +0.7% |
| 3M | +17.5% | +22.2% | -4.7% | +11.3% |
| 6M | +20.6% | +38.3% | -17.7% | +10.3% |
| YTD | +31.0% | +3.1% | +27.9% | +27.0% |
| 1Y | +30.2% | -7.6% | +37.8% | +29.7% |
| 3Y | +92.9% | +250.0% | -157.2% | +27.4% |
| 5Y | +142.4% | +113.3% | +29.1% | +70.7% |
| All | +799.4% | +260.8% | +538.6% | +368.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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