+211.7%
AEP vs TECH
+187.9%
+23.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | +2.9% | +0.1% | +2.7% | +2.9% |
| 30D | +3.2% | +0.5% | +2.7% | +3.1% |
| 3M | +3.8% | +1.1% | +2.7% | +3.7% |
| 6M | +2.5% | +62.8% | -60.3% | -3.2% |
| YTD | +15.5% | +24.5% | -9.0% | +11.6% |
| 1Y | +9.6% | +20.6% | -11.0% | +6.2% |
| 3Y | +91.2% | +29.5% | +61.7% | +79.1% |
| 5Y | +88.2% | -40.9% | +129.1% | +94.3% |
| All | +211.7% | +187.9% | +23.8% | +158.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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