+1,860.1%
AAPL vs NOW
+2,046.7%
-186.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -0.7% | -3.0% | +2.3% | 0.0% |
| 30D | +1.7% | -26.0% | +27.7% | +7.9% |
| 3M | +9.7% | -13.1% | +22.8% | +10.7% |
| 6M | +19.3% | +14.5% | +4.8% | +9.4% |
| YTD | +26.3% | -33.4% | +59.7% | +32.4% |
| 1Y | +27.4% | -40.6% | +68.0% | +37.7% |
| 3Y | +93.6% | -16.3% | +109.9% | +83.3% |
| 5Y | +131.7% | -26.3% | +158.0% | +118.5% |
| 10Y | +1,268.5% | +512.7% | +755.8% | +731.2% |
| All | +1,860.1% | +2,046.7% | -186.7% | +974.0% |
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