+528.8%
APP vs GE
+403.3%
+125.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.8% | +1.0% | +2.3% |
| 7D | +79.2% | +6.3% | +72.9% | +71.2% |
| 30D | +48.0% | +8.9% | +39.1% | +38.9% |
| 3M | +18.2% | -9.2% | +27.4% | +24.8% |
| 6M | -12.5% | +13.2% | -25.7% | -21.1% |
| YTD | -39.2% | +9.4% | -48.5% | -45.6% |
| 1Y | -33.9% | +9.8% | -43.7% | -41.1% |
| 3Y | +933.3% | +278.2% | +655.1% | +276.1% |
| 5Y | +295.9% | +396.0% | -100.2% | -2.1% |
| All | +528.8% | +403.3% | +125.5% | +52.0% |
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