+20.2%
AEP vs IBB
+45.6%
-25.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +0.8% |
| 7D | +2.0% | -1.7% | +3.7% | +2.0% |
| 30D | +0.5% | +4.9% | -4.4% | +0.3% |
| 3M | -0.3% | +24.2% | -24.5% | -0.8% |
| 6M | -3.5% | +23.8% | -27.3% | -4.0% |
| YTD | +11.3% | +23.0% | -11.7% | +10.4% |
| 1Y | +20.2% | +46.2% | -25.9% | +19.2% |
| All | +20.2% | +45.6% | -25.4% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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