+127.8%
AAPL vs NI
+96.9%
+30.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +3.8% | 0.0% | +3.8% | +3.8% |
| 30D | +9.9% | -1.4% | +11.3% | +10.3% |
| 3M | +12.5% | -10.6% | +23.1% | +15.9% |
| 6M | +27.6% | -9.3% | +36.9% | +30.8% |
| YTD | +22.6% | +1.1% | +21.4% | +21.3% |
| 1Y | +45.0% | +3.4% | +41.6% | +42.1% |
| 3Y | +87.8% | +67.9% | +19.9% | +53.0% |
| All | +127.8% | +96.9% | +30.9% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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