+520.8%
APP vs GE
+414.2%
+106.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.4% | +0.9% | +1.4% |
| 7D | +48.9% | +4.0% | +44.9% | +44.2% |
| 30D | +49.4% | +11.1% | +38.4% | +38.4% |
| 3M | +27.0% | -6.7% | +33.7% | +31.7% |
| 6M | -15.4% | +14.3% | -29.7% | -24.1% |
| YTD | -39.9% | +11.7% | -51.7% | -47.0% |
| 1Y | -32.0% | +10.9% | -42.9% | -39.8% |
| 3Y | +824.3% | +279.0% | +545.3% | +235.9% |
| 5Y | +252.4% | +427.0% | -174.6% | -14.2% |
| All | +520.8% | +414.2% | +106.7% | +47.9% |
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 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