+436.7%
GE vs APA
+156.3%
+280.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -0.9% |
| 7D | +1.2% | -1.7% | +2.8% | +1.3% |
| 30D | -9.5% | +15.7% | -25.2% | -11.4% |
| 3M | +4.1% | +16.5% | -12.3% | +1.6% |
| 6M | +3.9% | +35.1% | -31.2% | -2.7% |
| YTD | +9.0% | +82.2% | -73.2% | -3.9% |
| 1Y | +21.9% | +102.5% | -80.5% | +4.6% |
| 3Y | +281.8% | +10.3% | +271.5% | +255.6% |
| 5Y | +436.7% | +166.1% | +270.6% | +275.9% |
| All | +436.7% | +156.3% | +280.4% | +275.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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