+446.2%
APP vs GE
+372.1%
+74.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -4.5% | +35.5% | +34.0% |
| 7D | +39.7% | +0.5% | +39.2% | +38.3% |
| 30D | +27.7% | +1.7% | +26.0% | +25.1% |
| 3M | -14.8% | -17.3% | +2.5% | -4.1% |
| 6M | -25.5% | +10.1% | -35.6% | -32.0% |
| YTD | -47.2% | +2.6% | -49.8% | -50.8% |
| 1Y | -42.3% | +3.7% | -46.0% | -46.8% |
| 3Y | +806.8% | +268.3% | +538.5% | +234.5% |
| 5Y | +261.6% | +376.2% | -114.5% | -6.9% |
| All | +446.2% | +372.1% | +74.0% | +37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling