+24.5%
ALAB vs AEE
+13.9%
+10.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.5% | -6.9% | -2.2% |
| 7D | -24.9% | +4.7% | -29.6% | -21.6% |
| 30D | -38.4% | +13.4% | -51.8% | -31.2% |
| 3M | -38.3% | +4.1% | -42.3% | -36.2% |
| 6M | +10.9% | +2.0% | +8.9% | +12.3% |
| YTD | +34.2% | +15.6% | +18.6% | +40.8% |
| 1Y | +24.5% | +14.1% | +10.4% | +31.9% |
| All | +24.5% | +13.9% | +10.6% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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