+79.0%
SPY vs AAPL
+93.7%
-14.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.7% | +0.6% |
| 7D | -0.9% | +1.8% | -2.7% | -1.5% |
| 30D | -2.4% | +4.3% | -6.7% | -3.8% |
| 3M | -1.2% | +16.6% | -17.8% | -6.4% |
| 6M | +3.3% | +21.6% | -18.3% | -4.4% |
| YTD | +12.3% | +31.2% | -18.9% | +0.6% |
| 1Y | +12.4% | +29.6% | -17.1% | +1.2% |
| All | +79.0% | +93.7% | -14.7% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAPL.
Daily Out/Under-Performance
Portfolio return minus AAPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAPL 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 3y: compounded portfolio wealth divided by compounded AAPL 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…
3y analysis · Full analysis span regression · 6 months rolling