+3,094.0%
SPY vs AAPL
+73,643.6%
-70,549.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | +0.2% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +0.1% | +3.0% | -2.9% | -0.6% |
| 3M | +2.0% | +2.9% | -0.9% | +1.0% |
| 6M | +13.0% | +22.1% | -9.1% | +7.8% |
| YTD | +13.5% | +18.0% | -4.5% | +9.0% |
| 1Y | +20.0% | +33.9% | -14.0% | +12.0% |
| 3Y | +77.2% | +71.2% | +6.0% | +56.0% |
| 5Y | +81.9% | +112.6% | -30.7% | +52.7% |
| 10Y | +314.1% | +1,198.8% | -884.7% | +145.4% |
| All | +3,094.0% | +73,643.6% | -70,549.6% | +808.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling