+29.9%
AAPL vs AEP
+10.7%
+19.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.8% | +5.3% |
| 7D | +1.7% | +0.8% | +0.8% | +1.7% |
| 30D | +5.0% | +7.9% | -3.0% | +5.8% |
| 3M | +13.1% | +1.5% | +11.6% | +13.1% |
| 6M | +26.5% | -2.6% | +29.1% | +25.3% |
| YTD | +28.9% | +14.7% | +14.3% | +33.6% |
| 1Y | +29.9% | +10.8% | +19.1% | +33.9% |
| All | +29.9% | +10.7% | +19.2% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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