+782.6%
AAPL vs SPOT
+265.4%
+517.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +5.0% | +1.0% | +4.0% | +4.8% |
| 30D | +3.5% | +14.6% | -11.0% | -0.1% |
| 3M | +13.1% | +18.4% | -5.4% | +7.9% |
| 6M | +19.0% | +45.1% | -26.1% | +7.6% |
| YTD | +28.5% | +4.4% | +24.2% | +24.3% |
| 1Y | +29.7% | -2.7% | +32.4% | +27.5% |
| 3Y | +89.2% | +254.6% | -165.3% | +24.7% |
| 5Y | +141.2% | +124.8% | +16.4% | +67.4% |
| All | +782.6% | +265.4% | +517.1% | +358.2% |
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