+2,214.6%
AEP vs TECH
+101,053.9%
-98,839.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.2% |
| 7D | +1.8% | +0.1% | +1.7% | +1.8% |
| 30D | -0.8% | +0.7% | -1.5% | -0.9% |
| 3M | -1.8% | +36.3% | -38.2% | -4.4% |
| 6M | -5.4% | +25.6% | -30.9% | -7.5% |
| YTD | +10.4% | +23.7% | -13.2% | +7.9% |
| 1Y | +18.2% | +37.6% | -19.5% | +14.2% |
| 3Y | +79.0% | -6.6% | +85.5% | +76.4% |
| 5Y | +64.8% | -42.2% | +107.1% | +67.3% |
| 10Y | +170.8% | +187.6% | -16.7% | +140.8% |
| All | +2,214.6% | +101,053.9% | -98,839.2% | +1,685.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling