+44.5%
AAPL vs SPOT
-27.6%
+72.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.6% |
| 7D | -0.5% | -6.9% | +6.4% | +0.1% |
| 30D | +7.1% | +4.1% | +3.0% | +6.8% |
| 3M | +12.1% | +3.7% | +8.4% | +11.5% |
| 6M | +25.4% | -1.6% | +27.0% | +25.0% |
| YTD | +20.5% | -10.2% | +30.6% | +22.2% |
| 1Y | +44.5% | -25.9% | +70.4% | +48.9% |
| All | +44.5% | -27.6% | +72.1% | +48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling