+120.3%
AAPL vs NXT
+168.4%
-48.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.7% |
| 7D | -0.5% | -2.6% | +2.1% | -0.3% |
| 30D | +7.1% | -22.4% | +29.5% | +9.3% |
| 3M | +12.1% | -27.3% | +39.4% | +14.7% |
| 6M | +25.4% | -28.5% | +53.9% | +27.9% |
| YTD | +20.5% | -6.6% | +27.1% | +20.0% |
| 1Y | +44.5% | +20.4% | +24.2% | +40.4% |
| 3Y | +85.8% | +90.9% | -5.2% | +70.0% |
| All | +120.3% | +168.4% | -48.1% | +94.1% |
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