+260,147.1%
AAPL vs AEE
+822.6%
+259,324.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.1% | -1.5% |
| 7D | -2.7% | +1.3% | -4.1% | -3.2% |
| 30D | +1.0% | -1.2% | +2.3% | +1.4% |
| 3M | +5.0% | +1.0% | +3.9% | +4.3% |
| 6M | +23.0% | -2.3% | +25.3% | +23.5% |
| YTD | +16.6% | +9.1% | +7.5% | +12.3% |
| 1Y | +33.4% | +10.6% | +22.9% | +27.6% |
| 3Y | +79.9% | +48.5% | +31.4% | +51.6% |
| 5Y | +109.0% | +39.9% | +69.2% | +79.2% |
| 10Y | +1,210.4% | +185.7% | +1,024.7% | +748.4% |
| All | +260,147.1% | +822.6% | +259,324.5% | +106,324.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling