+2,874.1%
GE vs APA
+858.7%
+2,015.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +6.3% | -8.7% | +15.0% | +8.2% |
| 30D | +8.9% | -2.4% | +11.3% | +9.0% |
| 3M | -9.2% | +19.0% | -28.2% | -13.3% |
| 6M | +13.2% | +26.8% | -13.6% | +5.6% |
| YTD | +9.4% | +87.3% | -78.0% | -8.0% |
| 1Y | +9.8% | +92.3% | -82.5% | -8.5% |
| 3Y | +278.2% | +37.3% | +240.9% | +226.6% |
| 5Y | +396.0% | +73.2% | +322.8% | +287.2% |
| 10Y | +162.4% | -0.9% | +163.2% | +87.0% |
| All | +2,874.1% | +858.7% | +2,015.3% | +1,577.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling