+249.6%
ALAB vs AEE
+70.7%
+178.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +1.0% | +12.7% | +14.4% |
| 7D | -5.6% | +2.3% | -7.9% | -4.2% |
| 30D | -36.6% | +11.6% | -48.2% | -31.9% |
| 3M | -35.1% | +5.5% | -40.6% | -32.8% |
| 6M | +8.5% | +6.0% | +2.5% | +13.0% |
| YTD | +30.4% | +16.6% | +13.8% | +42.2% |
| 1Y | +31.0% | +12.1% | +19.0% | +40.5% |
| All | +249.6% | +70.7% | +178.9% | +429.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling