+74,573.1%
AAPL vs SPY
+3,091.8%
+71,481.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.1% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +3.0% | +0.1% | +2.9% | +2.9% |
| 3M | +2.9% | +2.0% | +0.9% | +0.2% |
| 6M | +22.1% | +13.0% | +9.1% | +6.1% |
| YTD | +18.0% | +13.5% | +4.5% | +2.0% |
| 1Y | +33.9% | +20.0% | +14.0% | +8.8% |
| 3Y | +71.2% | +77.2% | -6.0% | -9.1% |
| 5Y | +112.6% | +81.9% | +30.7% | +11.6% |
| 10Y | +1,198.8% | +314.1% | +884.7% | +190.5% |
| All | +74,573.1% | +3,091.8% | +71,481.3% | +2,319.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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