-25.5%
APP vs GE
+11.7%
-37.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -4.5% | +35.5% | +31.7% |
| 7D | +39.7% | +0.5% | +39.2% | +37.9% |
| 30D | +27.7% | +1.7% | +26.0% | +25.5% |
| 3M | -14.8% | -17.3% | +2.5% | -10.0% |
| 6M | -25.5% | +10.1% | -35.6% | -24.5% |
| All | -25.5% | +11.7% | -37.2% | -24.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling