+170.5%
AEP vs GEN
+159.8%
+10.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.2% |
| 7D | -0.9% | -1.3% | +0.3% | -0.9% |
| 30D | -1.1% | +6.1% | -7.2% | -1.5% |
| 3M | -3.3% | +27.0% | -30.2% | -5.1% |
| 6M | -4.6% | +43.9% | -48.5% | -7.6% |
| YTD | +9.4% | +13.0% | -3.6% | +8.2% |
| 1Y | +16.9% | +4.0% | +12.9% | +16.5% |
| 3Y | +76.6% | +66.2% | +10.5% | +66.9% |
| 5Y | +66.2% | +23.2% | +43.0% | +59.7% |
| All | +170.5% | +159.8% | +10.7% | +140.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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