+566.0%
AAPL vs NET
+1,381.0%
-815.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.6% | +7.9% | +5.7% |
| 7D | +1.7% | -16.4% | +18.0% | +4.5% |
| 30D | +5.0% | -25.8% | +30.8% | +9.8% |
| 3M | +13.1% | -11.5% | +24.6% | +14.1% |
| 6M | +26.5% | +18.9% | +7.6% | +19.5% |
| YTD | +28.9% | +35.2% | -6.3% | +17.3% |
| 1Y | +29.9% | +14.5% | +15.5% | +21.7% |
| 3Y | +100.5% | +313.8% | -213.3% | +42.7% |
| 5Y | +137.4% | +32.6% | +104.8% | +83.9% |
| All | +566.0% | +1,381.0% | -815.0% | +217.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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