+119,104.8%
AAPL vs AEIS
+1,985.6%
+117,119.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +1.3% |
| 7D | +4.1% | +11.5% | -7.4% | +1.6% |
| 30D | +4.0% | -15.8% | +19.7% | +6.6% |
| 3M | +16.8% | -33.3% | +50.1% | +24.8% |
| 6M | +19.4% | -35.2% | +54.6% | +25.3% |
| YTD | +31.5% | +5.0% | +26.5% | +21.8% |
| 1Y | +31.0% | +8.5% | +22.5% | +20.2% |
| 3Y | +95.3% | +152.9% | -57.6% | +43.7% |
| 5Y | +143.4% | +144.6% | -1.3% | +78.6% |
| 10Y | +1,330.5% | +337.1% | +993.4% | +768.2% |
| All | +119,104.8% | +1,985.6% | +117,119.2% | +39,567.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling