+30.2%
AAPL vs GE
+7.0%
+23.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | +0.3% |
| 7D | +3.2% | +5.1% | -1.9% | +2.6% |
| 30D | +4.1% | +7.6% | -3.5% | +3.2% |
| 3M | +17.5% | -9.3% | +26.8% | +18.7% |
| 6M | +20.6% | +11.5% | +9.0% | +17.5% |
| YTD | +31.0% | +7.9% | +23.1% | +28.2% |
| 1Y | +30.2% | +7.6% | +22.6% | +27.5% |
| All | +30.2% | +7.0% | +23.2% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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