+18.2%
AEP vs NDAQ
+4.3%
+13.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.3% |
| 7D | +1.8% | -2.4% | +4.2% | +1.6% |
| 30D | -0.8% | +2.5% | -3.3% | -0.6% |
| 3M | -1.8% | +9.9% | -11.8% | -0.8% |
| 6M | -5.4% | +9.4% | -14.8% | -4.4% |
| YTD | +10.4% | +0.4% | +10.0% | +11.3% |
| 1Y | +18.2% | +4.0% | +14.1% | +21.0% |
| All | +18.2% | +4.3% | +13.9% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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