+1,278.0%
AAPL vs AEIS
+562.2%
+715.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.2% | +0.3% |
| 7D | +3.8% | +2.3% | +1.6% | +3.1% |
| 30D | +9.9% | -14.8% | +24.7% | +14.3% |
| 3M | +12.5% | -15.6% | +28.1% | +14.2% |
| 6M | +27.6% | -8.7% | +36.3% | +23.7% |
| YTD | +22.6% | +37.3% | -14.8% | +2.2% |
| 1Y | +45.0% | +80.3% | -35.4% | +8.4% |
| 3Y | +87.8% | +177.9% | -90.2% | +14.7% |
| 5Y | +128.7% | +235.8% | -107.1% | +27.5% |
| All | +1,278.0% | +562.2% | +715.8% | +470.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling