+89.3%
AAPX vs SPY
+63.5%
+25.9%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.6% | +7.7% | +8.4% |
| 7D | -1.4% | -2.0% | +0.6% | +2.9% |
| 30D | +13.2% | -1.7% | +14.8% | +17.1% |
| 3M | +19.0% | +4.7% | +14.3% | +6.4% |
| 6M | +42.6% | +12.5% | +30.1% | +8.3% |
| YTD | +27.1% | +11.7% | +15.4% | -1.6% |
| 1Y | +73.8% | +17.5% | +56.3% | +19.4% |
| All | +89.3% | +63.5% | +25.9% | -32.4% |
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 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