+169.1%
APD vs AEE
+186.8%
-17.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -4.6% | +1.1% | -5.6% | -5.1% |
| 30D | -4.2% | 0.0% | -4.2% | -4.3% |
| 3M | +5.0% | -0.9% | +5.9% | +5.1% |
| 6M | +8.9% | -2.4% | +11.3% | +9.6% |
| YTD | +21.9% | +8.6% | +13.3% | +16.0% |
| 1Y | +5.6% | +10.2% | -4.6% | -0.3% |
| 3Y | +6.9% | +47.8% | -40.9% | -14.1% |
| 5Y | +25.3% | +40.1% | -14.8% | +2.4% |
| 10Y | +169.1% | +195.0% | -26.0% | +76.3% |
| All | +169.1% | +186.8% | -17.7% | +76.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling