+112.7%
AAPL vs NXT
+171.8%
-59.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.3% | 0.0% |
| 7D | -3.0% | -0.2% | -2.7% | -3.0% |
| 30D | +2.3% | -20.0% | +22.3% | +4.1% |
| 3M | +8.6% | -30.9% | +39.6% | +11.6% |
| 6M | +21.6% | -23.8% | +45.4% | +23.3% |
| YTD | +16.3% | -5.4% | +21.8% | +15.8% |
| 1Y | +35.1% | +28.0% | +7.0% | +30.6% |
| 3Y | +79.4% | +93.3% | -13.9% | +64.0% |
| All | +112.7% | +171.8% | -59.0% | +87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling