+122,851.4%
AAPL vs GE
+2,981.6%
+119,869.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -3.0% |
| 7D | +0.1% | -1.6% | +1.7% | +0.7% |
| 30D | +3.0% | -11.6% | +14.5% | +8.0% |
| 3M | +2.9% | +3.0% | -0.1% | +0.8% |
| 6M | +22.1% | -0.5% | +22.6% | +20.3% |
| YTD | +18.0% | +9.7% | +8.3% | +11.1% |
| 1Y | +33.9% | +20.0% | +13.9% | +20.9% |
| 3Y | +71.2% | +275.8% | -204.7% | -7.6% |
| 5Y | +112.6% | +429.1% | -316.5% | -3.1% |
| 10Y | +1,198.8% | +151.2% | +1,047.6% | +620.0% |
| All | +122,851.4% | +2,981.6% | +119,869.8% | +13,426.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling