+553.0%
AMZN vs AEP
+175.2%
+377.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | -2.7% | -1.0% | -1.7% | -2.6% |
| 30D | -7.5% | -0.1% | -7.4% | -7.5% |
| 3M | +5.8% | -3.2% | +9.0% | +6.2% |
| 6M | +17.5% | -5.3% | +22.8% | +18.3% |
| YTD | +9.1% | +9.5% | -0.4% | +7.0% |
| 1Y | +9.4% | +17.5% | -8.1% | +5.7% |
| 3Y | +82.2% | +77.0% | +5.3% | +57.5% |
| 5Y | +45.2% | +66.4% | -21.2% | +28.4% |
| All | +553.0% | +175.2% | +377.8% | +424.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 10y: compounded portfolio wealth divided by compounded AEP 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…
10y analysis · Full analysis span regression · 6 months rolling