+170.5%
AEP vs BB
+1.6%
+168.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.1% |
| 7D | -0.9% | -0.4% | -0.6% | -0.9% |
| 30D | -1.1% | -12.5% | +11.5% | -0.8% |
| 3M | -3.3% | -17.4% | +14.2% | -3.1% |
| 6M | -4.6% | +119.1% | -123.8% | -6.6% |
| YTD | +9.4% | +102.4% | -93.0% | +7.3% |
| 1Y | +16.9% | +98.2% | -81.3% | +14.7% |
| 3Y | +76.6% | +46.9% | +29.7% | +72.7% |
| 5Y | +66.2% | -26.4% | +92.6% | +63.3% |
| All | +170.5% | +1.6% | +168.9% | +145.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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