+33.3%
ACI vs AEE
+100.6%
-67.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.1% |
| 7D | +2.3% | +1.7% | +0.6% | +1.8% |
| 30D | +1.2% | +9.7% | -8.5% | -1.4% |
| 3M | +6.8% | +5.9% | +0.9% | +5.0% |
| 6M | -18.7% | +6.7% | -25.4% | -20.6% |
| YTD | -20.2% | +17.4% | -37.6% | -24.3% |
| 1Y | -23.7% | +12.7% | -36.4% | -26.7% |
| 3Y | -31.6% | +68.2% | -99.9% | -42.3% |
| 5Y | -42.8% | +57.3% | -100.1% | -50.7% |
| All | +33.3% | +100.6% | -67.3% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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