+10.8%
AEP vs BBY
+33.0%
-22.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +8.0% | -8.5% | -0.6% |
| 7D | +0.8% | +4.5% | -3.7% | +0.7% |
| 30D | +7.9% | +16.0% | -8.0% | +7.8% |
| 3M | +1.5% | +18.6% | -17.2% | +1.3% |
| 6M | -2.6% | +80.1% | -82.7% | -2.8% |
| YTD | +14.7% | +57.4% | -42.8% | +14.9% |
| 1Y | +10.8% | +34.5% | -23.7% | +11.8% |
| All | +10.8% | +33.0% | -22.2% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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