+95.3%
AAPL vs NDAQ
+117.7%
-22.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +4.1% | +1.3% | +2.9% | +3.7% |
| 30D | +4.0% | +18.0% | -14.0% | -2.0% |
| 3M | +16.8% | +11.5% | +5.3% | +12.2% |
| 6M | +19.4% | +21.1% | -1.7% | +10.6% |
| YTD | +31.5% | +12.8% | +18.7% | +24.8% |
| 1Y | +31.0% | +25.7% | +5.3% | +17.7% |
| 3Y | +95.3% | +116.8% | -21.5% | +46.3% |
| All | +95.3% | +117.7% | -22.4% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling