+136,369.6%
AAPL vs GE
+2,929.0%
+133,440.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.3% | +1.3% |
| 7D | +3.2% | +5.1% | -1.9% | +1.0% |
| 30D | +4.1% | +7.6% | -3.5% | +0.7% |
| 3M | +17.5% | -9.3% | +26.8% | +21.4% |
| 6M | +20.6% | +11.5% | +9.0% | +13.6% |
| YTD | +31.0% | +7.9% | +23.1% | +23.7% |
| 1Y | +30.2% | +7.6% | +22.6% | +22.7% |
| 3Y | +92.9% | +265.9% | -173.0% | +5.1% |
| 5Y | +142.4% | +405.9% | -263.5% | +12.4% |
| 10Y | +1,324.9% | +149.6% | +1,175.3% | +689.1% |
| All | +136,369.6% | +2,929.0% | +133,440.6% | +14,953.9% |
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