+139,103.8%
AAPL vs NDAQ
+2,632.1%
+136,471.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.1% |
| 7D | +3.2% | +1.7% | +1.5% | +2.7% |
| 30D | +4.1% | +16.2% | -12.2% | -0.6% |
| 3M | +17.5% | +14.0% | +3.5% | +12.8% |
| 6M | +20.6% | +22.3% | -1.7% | +13.1% |
| YTD | +31.0% | +13.0% | +18.0% | +25.0% |
| 1Y | +30.2% | +24.0% | +6.2% | +20.8% |
| 3Y | +92.9% | +117.1% | -24.2% | +51.1% |
| 5Y | +142.4% | +67.5% | +74.9% | +103.7% |
| 10Y | +1,324.9% | +474.3% | +850.7% | +768.6% |
| All | +139,103.8% | +2,632.1% | +136,471.7% | +66,162.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling