-77.5%
APLZ vs SPY
+11.0%
-88.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +1.3% | -16.4% | -3.8% |
| 7D | -24.1% | -0.9% | -23.2% | -24.3% |
| 30D | +13.4% | -2.4% | +15.8% | +6.0% |
| 3M | +43.5% | -1.2% | +44.7% | +53.2% |
| 6M | +38.6% | +3.3% | +35.3% | +176.2% |
| All | -77.5% | +11.0% | -88.5% | +29.1% |
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