+162.8%
AAPU vs SPY
+93.5%
+69.2%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.5% |
| 7D | +8.1% | +2.6% | +5.5% | +2.9% |
| 30D | +6.5% | -2.0% | +8.5% | +10.6% |
| 3M | +31.6% | -2.8% | +34.4% | +38.5% |
| 6M | +31.3% | +2.1% | +29.1% | +23.6% |
| YTD | +50.8% | +11.5% | +39.3% | +19.0% |
| 1Y | +47.2% | +13.5% | +33.8% | +11.9% |
| 3Y | +144.9% | +77.7% | +67.2% | -18.2% |
| All | +162.8% | +93.5% | +69.2% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling