+125,387.6%
AAPL vs NYT
+754.3%
+124,633.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | +7.1% | +4.5% | +2.6% | +5.9% |
| 3M | +12.1% | -8.5% | +20.6% | +14.2% |
| 6M | +25.4% | -15.1% | +40.5% | +29.7% |
| YTD | +20.5% | -3.3% | +23.7% | +20.3% |
| 1Y | +44.5% | +17.0% | +27.5% | +37.3% |
| 3Y | +85.8% | +55.7% | +30.1% | +62.5% |
| 5Y | +124.8% | +38.9% | +85.9% | +98.2% |
| 10Y | +1,284.7% | +485.3% | +799.4% | +736.1% |
| All | +125,387.6% | +754.3% | +124,633.3% | +59,705.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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