+124.8%
AAPL vs AEE
+38.5%
+86.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.8% |
| 7D | -0.5% | -0.7% | +0.2% | -0.4% |
| 30D | +7.1% | -2.0% | +9.1% | +7.6% |
| 3M | +12.1% | -2.8% | +14.9% | +12.7% |
| 6M | +25.4% | -3.6% | +29.0% | +26.1% |
| YTD | +20.5% | +7.3% | +13.1% | +17.5% |
| 1Y | +44.5% | +8.7% | +35.8% | +40.3% |
| 3Y | +85.8% | +46.0% | +39.7% | +62.5% |
| 5Y | +124.8% | +39.8% | +85.0% | +104.1% |
| All | +124.8% | +38.5% | +86.2% | +104.1% |
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