+248.5%
ALAB vs AEE
+70.2%
+178.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.5% |
| 7D | -7.5% | +3.0% | -10.5% | -5.7% |
| 30D | -36.8% | +11.2% | -48.1% | -32.2% |
| 3M | -31.9% | +7.0% | -38.9% | -28.7% |
| 6M | +8.2% | +5.7% | +2.5% | +12.5% |
| YTD | +29.9% | +16.2% | +13.7% | +41.5% |
| 1Y | +24.4% | +12.0% | +12.4% | +33.3% |
| All | +248.5% | +70.2% | +178.3% | +427.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling