+301.6%
AP vs SPY
+11.8%
+289.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.8% | +5.4% |
| 7D | +28.9% | +3.3% | +25.6% | +18.1% |
| 30D | -17.9% | -2.7% | -15.2% | -10.6% |
| 3M | -16.7% | -1.7% | -15.0% | -11.4% |
| 6M | -27.8% | +3.1% | -30.9% | -31.2% |
| YTD | +43.9% | +11.9% | +32.0% | +17.0% |
| 1Y | +301.6% | +12.0% | +289.6% | +224.6% |
| All | +301.6% | +11.8% | +289.8% | +224.6% |
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 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