+2,765.1%
GE vs APA
+860.5%
+1,904.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +2.2% |
| 7D | +7.1% | -15.5% | +22.6% | +10.7% |
| 30D | +6.5% | +2.4% | +4.1% | +5.5% |
| 3M | -13.6% | +22.8% | -36.4% | -18.0% |
| 6M | +6.0% | +17.9% | -12.0% | +0.4% |
| YTD | +5.4% | +87.7% | -82.3% | -11.4% |
| 1Y | +6.5% | +94.2% | -87.7% | -11.5% |
| 3Y | +268.6% | +27.2% | +241.4% | +223.6% |
| 5Y | +389.0% | +74.1% | +314.9% | +281.2% |
| 10Y | +163.3% | +2.6% | +160.7% | +86.3% |
| All | +2,765.1% | +860.5% | +1,904.6% | +1,515.3% |
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