+1,041.3%
APH vs AEE
+185.4%
+855.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.6% |
| 7D | +0.2% | +1.3% | -1.1% | -0.2% |
| 30D | -3.3% | -1.2% | -2.1% | -3.0% |
| 3M | +14.0% | +1.0% | +13.0% | +13.1% |
| 6M | +24.4% | -2.3% | +26.7% | +24.6% |
| YTD | +21.4% | +9.1% | +12.3% | +16.8% |
| 1Y | +48.9% | +10.6% | +38.4% | +42.4% |
| 3Y | +290.1% | +48.5% | +241.6% | +227.2% |
| 5Y | +352.8% | +39.9% | +313.0% | +286.6% |
| 10Y | +1,041.3% | +185.7% | +855.6% | +709.2% |
| All | +1,041.3% | +185.4% | +855.8% | +709.2% |
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