+42.2%
AAPX vs SPY
+12.1%
+30.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | +8.0% | +2.6% | +5.4% | +4.7% |
| 30D | +6.5% | -2.0% | +8.4% | +8.9% |
| 3M | +31.5% | -2.8% | +34.3% | +35.8% |
| 6M | +29.2% | +2.1% | +27.1% | +24.3% |
| YTD | +47.2% | +11.5% | +35.7% | +23.3% |
| 1Y | +42.2% | +13.5% | +28.7% | +16.4% |
| All | +42.2% | +12.1% | +30.1% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling