+944.2%
APH vs AEE
+216.2%
+728.0%
-37.6%
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% | -0.7% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | -8.0% | +9.7% | -17.7% | -10.9% |
| 3M | -5.0% | +5.8% | -10.8% | -7.0% |
| 6M | +29.9% | +4.5% | +25.5% | +27.1% |
| YTD | +18.0% | +15.8% | +2.1% | +11.1% |
| 1Y | +11.3% | +10.8% | +0.6% | +6.5% |
| 3Y | +274.9% | +62.8% | +212.1% | +203.7% |
| 5Y | +300.6% | +56.1% | +244.5% | +227.7% |
| 10Y | +944.2% | +216.4% | +727.8% | +642.2% |
| All | +944.2% | +216.2% | +728.0% | +642.2% |
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