+115.9%
AAPL vs NXT
+178.8%
-62.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -2.6% |
| 7D | +0.1% | -1.1% | +1.2% | +0.2% |
| 30D | +3.0% | -15.3% | +18.3% | +4.3% |
| 3M | +2.9% | -43.8% | +46.7% | +7.4% |
| 6M | +22.1% | -18.7% | +40.8% | +23.2% |
| YTD | +18.0% | -3.0% | +21.0% | +17.2% |
| 1Y | +33.9% | +22.7% | +11.2% | +29.9% |
| 3Y | +71.2% | +95.9% | -24.7% | +56.4% |
| All | +115.9% | +178.8% | -62.9% | +89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling