+44.5%
AAPL vs NXT
+26.5%
+18.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +9.5% |
| 3M | +12.1% | -27.3% | +39.4% | +14.8% |
| 6M | +25.4% | -28.5% | +53.9% | +28.2% |
| YTD | +20.5% | -6.6% | +27.1% | +21.8% |
| 1Y | +44.5% | +20.4% | +24.2% | +44.7% |
| All | +44.5% | +26.5% | +18.1% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling