+791.3%
ANET vs AEP
+64.8%
+726.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.1% | +5.7% | +5.6% |
| 7D | +3.0% | -0.9% | +3.9% | +3.0% |
| 30D | -5.2% | -1.1% | -4.1% | -5.2% |
| 3M | +27.6% | -3.3% | +30.9% | +27.4% |
| 6M | +44.4% | -4.6% | +49.0% | +44.2% |
| YTD | +52.3% | +9.4% | +42.9% | +53.2% |
| 1Y | +30.4% | +16.9% | +13.5% | +31.7% |
| 3Y | +313.3% | +76.6% | +236.6% | +296.3% |
| All | +791.3% | +64.8% | +726.5% | +772.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling