+133.5%
AAPU vs SPY
+95.6%
+37.9%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +1.8% |
| 7D | +7.5% | -0.8% | +8.3% | +9.1% |
| 30D | +19.2% | -1.1% | +20.3% | +21.7% |
| 3M | +20.6% | +3.9% | +16.7% | +10.5% |
| 6M | +49.7% | +13.6% | +36.1% | +13.9% |
| YTD | +34.0% | +12.7% | +21.3% | +4.0% |
| 1Y | +80.3% | +17.5% | +62.8% | +28.1% |
| 3Y | +124.7% | +76.9% | +47.8% | -24.0% |
| All | +133.5% | +95.6% | +37.9% | -33.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling