+1,547.1%
QQQ vs AAPL
+127,648.9%
-126,101.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | AAPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.6% | -4.6% | -2.6% |
| 7D | -1.3% | -0.5% | -0.8% | -1.1% |
| 30D | -1.4% | +7.1% | -8.5% | -4.5% |
| 3M | +2.3% | +12.1% | -9.8% | -3.6% |
| 6M | +16.9% | +25.4% | -8.5% | +4.6% |
| YTD | +15.6% | +20.5% | -4.8% | +5.1% |
| 1Y | +22.6% | +44.5% | -21.9% | +2.6% |
| 3Y | +93.5% | +85.8% | +7.8% | +43.0% |
| 5Y | +93.9% | +124.8% | -30.8% | +32.3% |
| 10Y | +564.6% | +1,284.7% | -720.1% | +110.9% |
| All | +1,547.1% | +127,648.9% | -126,101.9% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AAPL.
Daily Out/Under-Performance
Portfolio return minus AAPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAPL 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded AAPL 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling