+1,254.4%
AAPL vs NDAQ
+370.8%
+883.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +4.9% |
| 7D | -0.5% | -6.8% | +6.3% | +3.4% |
| 30D | +7.1% | -3.2% | +10.3% | +8.9% |
| 3M | +12.1% | +6.5% | +5.6% | +7.6% |
| 6M | +25.4% | +5.7% | +19.7% | +19.9% |
| YTD | +20.5% | -4.6% | +25.1% | +21.3% |
| 1Y | +44.5% | -1.6% | +46.1% | +42.1% |
| 3Y | +85.8% | +86.4% | -0.7% | +21.1% |
| 5Y | +124.8% | +50.3% | +74.4% | +64.3% |
| All | +1,254.4% | +370.8% | +883.5% | +426.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling