+1,278.0%
AAPL vs AEP
+174.9%
+1,103.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.9% | +1.8% |
| 7D | +3.8% | -0.9% | +4.8% | +4.1% |
| 30D | +9.9% | -1.1% | +11.0% | +10.3% |
| 3M | +12.5% | -3.3% | +15.8% | +13.4% |
| 6M | +27.6% | -4.6% | +32.3% | +29.0% |
| YTD | +22.6% | +9.4% | +13.1% | +18.0% |
| 1Y | +45.0% | +16.9% | +28.0% | +36.1% |
| 3Y | +87.8% | +76.6% | +11.1% | +48.3% |
| 5Y | +128.7% | +66.2% | +62.5% | +84.6% |
| All | +1,278.0% | +174.9% | +1,103.1% | +933.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling