+503.8%
APP vs GE
+396.3%
+107.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.7% | -0.5% |
| 7D | +10.6% | +5.1% | +5.4% | +7.1% |
| 30D | +44.6% | +7.6% | +37.0% | +36.8% |
| 3M | +29.6% | -9.3% | +38.9% | +36.8% |
| 6M | -19.8% | +11.5% | -31.3% | -26.9% |
| YTD | -41.6% | +7.9% | -49.4% | -47.2% |
| 1Y | -32.7% | +7.6% | -40.3% | -39.3% |
| 3Y | +799.0% | +265.9% | +533.2% | +234.4% |
| 5Y | +250.4% | +405.9% | -155.5% | -12.7% |
| All | +503.8% | +396.3% | +107.5% | +47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling