+143.3%
AAPL vs AEE
+56.4%
+86.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.1% |
| 7D | +4.1% | +1.7% | +2.4% | +3.7% |
| 30D | +4.0% | +9.7% | -5.8% | +1.7% |
| 3M | +16.8% | +5.9% | +10.9% | +15.2% |
| 6M | +19.4% | +6.7% | +12.7% | +17.3% |
| YTD | +31.5% | +17.4% | +14.2% | +25.7% |
| 1Y | +31.0% | +12.7% | +18.3% | +26.5% |
| 3Y | +95.3% | +68.2% | +27.1% | +63.2% |
| All | +143.3% | +56.4% | +86.9% | +116.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling