+121,072.3%
AAPL vs NI
+5,127.8%
+115,944.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.1% |
| 7D | -3.0% | +1.3% | -4.2% | -3.3% |
| 30D | +2.3% | -0.3% | +2.6% | +2.3% |
| 3M | +8.6% | -9.5% | +18.1% | +11.8% |
| 6M | +21.6% | -10.2% | +31.8% | +25.2% |
| YTD | +16.3% | +1.8% | +14.5% | +15.2% |
| 1Y | +35.1% | +5.7% | +29.4% | +31.9% |
| 3Y | +79.4% | +69.6% | +9.8% | +49.5% |
| 5Y | +109.8% | +95.8% | +14.1% | +66.5% |
| 10Y | +1,237.1% | +145.1% | +1,092.0% | +865.4% |
| All | +121,072.3% | +5,127.8% | +115,944.5% | +41,045.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling