+2,467.1%
GE vs APH
+114,578.9%
-112,111.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -9.3% | +4.9% | -1.6% |
| 7D | +0.5% | -12.7% | +13.3% | +4.7% |
| 30D | +1.7% | -19.2% | +20.9% | +8.2% |
| 3M | -17.3% | -16.7% | -0.6% | -13.1% |
| 6M | +10.1% | +5.1% | +4.9% | +6.7% |
| YTD | +2.6% | +6.6% | -4.0% | -2.1% |
| 1Y | +3.7% | +3.9% | -0.2% | -0.5% |
| 3Y | +268.3% | +246.0% | +22.3% | +142.2% |
| 5Y | +376.2% | +268.0% | +108.2% | +207.4% |
| 10Y | +156.4% | +868.2% | -711.8% | +28.4% |
| All | +2,467.1% | +114,578.9% | -112,111.8% | +591.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling