+151.5%
GE vs APH
+1,046.9%
-895.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | +0.1% |
| 7D | +1.2% | +0.2% | +0.9% | +1.0% |
| 30D | -9.5% | -3.3% | -6.2% | -8.0% |
| 3M | +4.1% | +14.0% | -9.9% | -5.4% |
| 6M | +3.9% | +24.4% | -20.5% | -12.0% |
| YTD | +9.0% | +21.4% | -12.4% | -9.2% |
| 1Y | +21.9% | +48.9% | -27.0% | -13.1% |
| 3Y | +281.8% | +290.1% | -8.3% | +30.4% |
| 5Y | +436.7% | +352.8% | +83.9% | +60.5% |
| 10Y | +151.5% | +1,041.3% | -889.7% | -57.8% |
| All | +151.5% | +1,046.9% | -895.4% | -57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APH 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling