+29.9%
AAPL vs AEIS
+6.2%
+23.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -11.1% | +16.5% | +4.8% |
| 7D | +1.7% | -12.7% | +14.3% | +1.2% |
| 30D | +5.0% | -28.8% | +33.8% | +3.9% |
| 3M | +13.1% | -38.0% | +51.1% | +11.8% |
| 6M | +26.5% | -45.3% | +71.8% | +25.4% |
| YTD | +28.9% | +1.1% | +27.8% | +22.8% |
| 1Y | +29.9% | +8.6% | +21.3% | +23.1% |
| All | +29.9% | +6.2% | +23.7% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling