+384.5%
ALAB vs AEE
+59.1%
+325.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.5% | +3.8% |
| 7D | +9.6% | +1.1% | +8.6% | +10.4% |
| 30D | -5.3% | 0.0% | -5.3% | -5.2% |
| 3M | -12.0% | -0.9% | -11.1% | -12.4% |
| 6M | +145.7% | -2.4% | +148.1% | +142.8% |
| YTD | +80.7% | +8.6% | +72.0% | +88.2% |
| 1Y | +40.1% | +10.2% | +30.0% | +47.3% |
| All | +384.5% | +59.1% | +325.4% | +601.2% |
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