+125,314.9%
AAPL vs NDAQ
+2,327.9%
+122,987.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.7% | -2.0% |
| 7D | +0.1% | -2.4% | +2.5% | +0.8% |
| 30D | +3.0% | +2.5% | +0.5% | +2.2% |
| 3M | +2.9% | +9.9% | -7.0% | -0.1% |
| 6M | +22.1% | +9.4% | +12.7% | +18.3% |
| YTD | +18.0% | +0.4% | +17.6% | +16.9% |
| 1Y | +33.9% | +4.0% | +29.9% | +31.0% |
| 3Y | +71.2% | +94.4% | -23.2% | +38.6% |
| 5Y | +112.6% | +56.7% | +55.9% | +82.7% |
| 10Y | +1,198.8% | +375.3% | +823.5% | +735.3% |
| All | +125,314.9% | +2,327.9% | +122,987.0% | +61,844.0% |
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 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