+106,877.9%
AAPL vs AEIS
+2,566.8%
+104,311.1%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.4% | -4.9% | -3.0% |
| 7D | +0.1% | +3.0% | -2.9% | -0.6% |
| 30D | +3.0% | -14.6% | +17.6% | +6.1% |
| 3M | +2.9% | -12.4% | +15.3% | +3.2% |
| 6M | +22.1% | -15.0% | +37.1% | +21.8% |
| YTD | +18.0% | +34.3% | -16.3% | +5.4% |
| 1Y | +33.9% | +87.4% | -53.4% | +10.0% |
| 3Y | +71.2% | +139.8% | -68.6% | +29.6% |
| 5Y | +112.6% | +220.7% | -108.1% | +49.4% |
| 10Y | +1,198.8% | +531.6% | +667.2% | +640.8% |
| All | +106,877.9% | +2,566.8% | +104,311.1% | +34,242.3% |
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