+107.2%
APA vs AEIS
+6.2%
+100.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -11.1% | +4.3% | -8.0% |
| 7D | -13.0% | -12.7% | -0.3% | -14.2% |
| 30D | +2.0% | -28.8% | +30.8% | -1.8% |
| 3M | +24.9% | -38.0% | +62.9% | +18.6% |
| 6M | +7.2% | -45.3% | +52.5% | +1.9% |
| YTD | +87.1% | +1.1% | +85.9% | +90.7% |
| 1Y | +107.2% | +8.6% | +98.5% | +113.0% |
| All | +107.2% | +6.2% | +100.9% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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