+1,278.0%
AAPL vs AEE
+191.1%
+1,086.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.8% | +1.8% |
| 7D | +3.8% | -0.8% | +4.6% | +4.1% |
| 30D | +9.9% | -2.9% | +12.9% | +11.0% |
| 3M | +12.5% | -2.4% | +14.9% | +13.2% |
| 6M | +27.6% | -2.7% | +30.3% | +28.3% |
| YTD | +22.6% | +7.3% | +15.3% | +18.6% |
| 1Y | +45.0% | +7.5% | +37.4% | +39.9% |
| 3Y | +87.8% | +46.2% | +41.6% | +57.9% |
| 5Y | +128.7% | +39.7% | +89.0% | +94.9% |
| All | +1,278.0% | +191.1% | +1,086.8% | +941.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling