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Risk-adjusted comparison vs SPY, QQQ, SCHD, and more — total return, volatility, Sharpe, alpha, beta, max drawdown, and outperformance, all from HeyDividend's ML performance engine.

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AAPL vs SPY · 1 Year
+12.45%vs benchmark
Correlation
0.87
Total Return
+18.4%
Annualized Return
+18.4%
Volatility
12.1%
Annualized standard deviation
Sharpe Ratio
1.42
Risk-adjusted return
Max Drawdown
−8.7%
Worst peak-to-trough
Beta
0.86
vs SPY
Alpha %
+3.2%
Excess return
Dividend Yield
0.5%
+8.0% growth

How to read this

Outperformance is AAPL's annualized return minus the benchmark's. A positive value means AAPL beat SPY over the selected window.

Beta measures how much AAPL moves with the benchmark — 1.0 tracks the index, >1 is more volatile, <1 is less. Alpha is the risk-adjusted excess return after accounting for that beta.

Sharpe ratio ≥ 1 is generally considered good risk-adjusted performance; ≥ 2 is excellent.

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