+109.8%
AAPL vs NDAQ
+52.5%
+57.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | -3.0% | -1.6% | -1.4% | -2.3% |
| 30D | +2.3% | -1.5% | +3.8% | +2.9% |
| 3M | +8.6% | +8.0% | +0.6% | +4.4% |
| 6M | +21.6% | +7.7% | +13.8% | +16.2% |
| YTD | +16.3% | -2.3% | +18.6% | +16.1% |
| 1Y | +35.1% | +0.6% | +34.5% | +32.2% |
| 3Y | +79.4% | +90.9% | -11.5% | +21.8% |
| 5Y | +109.8% | +52.5% | +57.4% | +49.6% |
| All | +109.8% | +52.5% | +57.3% | +49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling