+67.2%
AEP vs BBIO
+42.7%
+24.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -0.9% | -3.2% | +2.3% | -0.9% |
| 30D | -1.1% | -13.6% | +12.5% | -0.9% |
| 3M | -3.3% | +7.2% | -10.5% | -3.4% |
| 6M | -4.6% | +1.5% | -6.1% | -4.7% |
| YTD | +9.4% | -5.3% | +14.7% | +9.4% |
| 1Y | +16.9% | +37.7% | -20.8% | +16.2% |
| 3Y | +76.6% | +153.9% | -77.3% | +73.4% |
| All | +67.2% | +42.7% | +24.4% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling