+1,210.4%
AAPL vs NOW
+778.3%
+432.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | +0.5% |
| 7D | -2.7% | -6.1% | +3.3% | -0.8% |
| 30D | +1.0% | +7.5% | -6.5% | -2.0% |
| 3M | +5.0% | +17.5% | -12.6% | -2.1% |
| 6M | +23.0% | +7.9% | +15.1% | +14.7% |
| YTD | +16.6% | -12.4% | +29.0% | +16.4% |
| 1Y | +33.4% | -28.6% | +62.0% | +43.3% |
| 3Y | +79.9% | +11.8% | +68.0% | +53.2% |
| 5Y | +109.0% | +2.6% | +106.4% | +74.4% |
| 10Y | +1,210.4% | +790.0% | +420.4% | +420.6% |
| All | +1,210.4% | +778.3% | +432.1% | +420.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 NOW 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