+710.3%
AAPL vs SPOT
+227.0%
+483.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.6% | -1.7% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +3.0% | +12.5% | -9.5% | -0.1% |
| 3M | +2.9% | +9.9% | -7.0% | +0.3% |
| 6M | +22.1% | +1.6% | +20.5% | +20.2% |
| YTD | +18.0% | -6.6% | +24.6% | +17.7% |
| 1Y | +33.9% | -22.9% | +56.9% | +40.0% |
| 3Y | +71.2% | +244.3% | -173.1% | +13.2% |
| 5Y | +112.6% | +117.8% | -5.2% | +48.2% |
| All | +710.3% | +227.0% | +483.3% | +334.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling