+741.4%
AAPL vs SPOT
+216.9%
+524.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.6% |
| 7D | +3.8% | -3.1% | +6.9% | +4.6% |
| 30D | +9.9% | +7.4% | +2.5% | +7.9% |
| 3M | +12.5% | +8.2% | +4.3% | +10.1% |
| 6M | +27.6% | +2.2% | +25.4% | +25.5% |
| YTD | +22.6% | -9.5% | +32.0% | +23.2% |
| 1Y | +45.0% | -23.8% | +68.8% | +51.9% |
| 3Y | +87.8% | +233.5% | -145.7% | +25.2% |
| 5Y | +128.7% | +112.2% | +16.5% | +60.4% |
| All | +741.4% | +216.9% | +524.5% | +354.3% |
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