+105.2%
APA vs AEE
+11.1%
+94.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | +9.6% | +0.6% | +9.0% | +9.7% |
| 30D | -0.2% | +8.8% | -9.0% | +0.7% |
| 3M | +19.8% | +5.1% | +14.8% | +20.4% |
| 6M | +30.1% | +5.2% | +24.9% | +31.6% |
| YTD | +100.4% | +16.1% | +84.3% | +91.0% |
| 1Y | +105.2% | +10.4% | +94.8% | +100.3% |
| All | +105.2% | +11.1% | +94.1% | +100.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling