+140.5%
AAPL vs NXT
+213.5%
-73.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.3% |
| 7D | +4.1% | -9.4% | +13.6% | +5.0% |
| 30D | +4.0% | +15.1% | -11.1% | +2.6% |
| 3M | +16.8% | -9.1% | +25.9% | +17.3% |
| 6M | +19.4% | -30.3% | +49.7% | +22.0% |
| YTD | +31.5% | +9.1% | +22.4% | +29.0% |
| 1Y | +31.0% | +7.9% | +23.1% | +28.4% |
| 3Y | +95.3% | +176.5% | -81.2% | +72.9% |
| All | +140.5% | +213.5% | -73.0% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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