+1,907.7%
AAPL vs NOW
+2,063.4%
-155.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.7% | +2.2% |
| 7D | +3.7% | -3.1% | +6.7% | +4.4% |
| 30D | +4.2% | -27.0% | +31.2% | +11.0% |
| 3M | +12.0% | -17.7% | +29.7% | +14.8% |
| 6M | +19.8% | +12.7% | +7.1% | +10.4% |
| YTD | +29.3% | -32.9% | +62.3% | +35.3% |
| 1Y | +31.1% | -40.4% | +71.5% | +41.6% |
| 3Y | +94.9% | -17.1% | +112.0% | +85.1% |
| 5Y | +138.1% | -25.7% | +163.7% | +124.0% |
| 10Y | +1,276.0% | +504.6% | +771.4% | +736.3% |
| All | +1,907.7% | +2,063.4% | -155.7% | +998.0% |
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