+2,883.5%
GE vs APA
+815.8%
+2,067.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +1.8% |
| 7D | -1.6% | +0.5% | -2.1% | -1.8% |
| 30D | -11.6% | +23.4% | -35.0% | -15.7% |
| 3M | +3.0% | +12.7% | -9.7% | -0.6% |
| 6M | -0.5% | +39.4% | -39.9% | -9.8% |
| YTD | +9.7% | +79.0% | -69.2% | -6.2% |
| 1Y | +20.0% | +88.8% | -68.8% | +0.6% |
| 3Y | +275.8% | +6.4% | +269.5% | +244.7% |
| 5Y | +429.1% | +153.0% | +276.1% | +279.5% |
| 10Y | +151.2% | +7.5% | +143.6% | +76.6% |
| All | +2,883.5% | +815.8% | +2,067.8% | +1,610.1% |
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