+2,195.5%
AEP vs BBY
+73,762.8%
-71,567.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.0% | -1.0% |
| 7D | -1.0% | +0.7% | -1.7% | -1.0% |
| 30D | -0.1% | +5.8% | -5.9% | -0.5% |
| 3M | -3.2% | +18.0% | -21.2% | -4.3% |
| 6M | -5.3% | +39.8% | -45.1% | -7.6% |
| YTD | +9.5% | +35.4% | -25.9% | +7.0% |
| 1Y | +17.5% | +21.4% | -3.9% | +15.5% |
| 3Y | +77.0% | +39.5% | +37.4% | +70.9% |
| 5Y | +66.4% | -0.5% | +66.9% | +62.9% |
| 10Y | +175.1% | +240.0% | -65.0% | +146.6% |
| All | +2,195.5% | +73,762.8% | -71,567.4% | +1,530.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling