-43.0%
APP vs GE
+20.2%
-63.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | +0.1% | +1.2% | -1.1% | -0.3% |
| 30D | -10.0% | -9.5% | -0.5% | -7.5% |
| 3M | -44.6% | +4.1% | -48.8% | -44.9% |
| 6M | -37.9% | +3.9% | -41.8% | -38.0% |
| YTD | -53.7% | +9.0% | -62.7% | -55.0% |
| 1Y | -43.0% | +21.9% | -64.9% | -47.4% |
| All | -43.0% | +20.2% | -63.2% | -47.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling