+292.6%
APP vs GE
+386.1%
-93.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.7% | +7.2% | +7.9% |
| 7D | +71.2% | +7.1% | +64.1% | +61.6% |
| 30D | +39.1% | +6.5% | +32.6% | +31.7% |
| 3M | +16.5% | -13.6% | +30.1% | +28.1% |
| 6M | -16.6% | +6.0% | -22.5% | -21.9% |
| YTD | -41.9% | +5.4% | -47.3% | -47.5% |
| 1Y | -37.0% | +6.5% | -43.5% | -43.6% |
| 3Y | +892.4% | +268.6% | +623.9% | +204.0% |
| All | +292.6% | +386.1% | -93.5% | -24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling