+124.8%
AAPL vs AEIS
+219.6%
-94.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.1% | +7.7% | +4.5% |
| 7D | -0.5% | -0.2% | -0.3% | -0.6% |
| 30D | +7.1% | -16.4% | +23.5% | +11.1% |
| 3M | +12.1% | -11.1% | +23.2% | +11.4% |
| 6M | +25.4% | -12.0% | +37.5% | +22.3% |
| YTD | +20.5% | +30.9% | -10.4% | +1.0% |
| 1Y | +44.5% | +74.3% | -29.8% | +7.2% |
| 3Y | +85.8% | +165.2% | -79.4% | +9.3% |
| 5Y | +124.8% | +220.0% | -95.3% | +13.4% |
| All | +124.8% | +219.6% | -94.8% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling