+1,731.8%
AAPL vs NOW
+2,873.9%
-1,142.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -1.7% |
| 7D | +0.1% | -2.4% | +2.5% | +0.6% |
| 30D | +3.0% | +20.5% | -17.5% | -2.6% |
| 3M | +2.9% | +18.3% | -15.5% | -2.8% |
| 6M | +22.1% | +24.1% | -2.0% | +11.0% |
| YTD | +18.0% | -7.8% | +25.8% | +16.1% |
| 1Y | +33.9% | -21.4% | +55.3% | +37.5% |
| 3Y | +71.2% | +19.5% | +51.6% | +50.4% |
| 5Y | +112.6% | +4.1% | +108.5% | +86.8% |
| 10Y | +1,198.8% | +826.4% | +372.4% | +631.0% |
| All | +1,731.8% | +2,873.9% | -1,142.1% | +841.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling