+955.2%
APH vs AEE
+211.4%
+743.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -5.0% | +3.0% | -8.0% | -6.0% |
| 30D | -8.4% | +11.2% | -19.6% | -11.7% |
| 3M | -4.5% | +7.0% | -11.5% | -6.8% |
| 6M | +25.3% | +5.7% | +19.6% | +22.0% |
| YTD | +18.9% | +16.2% | +2.7% | +11.8% |
| 1Y | +11.9% | +12.0% | -0.1% | +6.6% |
| 3Y | +278.0% | +63.4% | +214.6% | +205.8% |
| 5Y | +306.4% | +56.0% | +250.4% | +232.6% |
| 10Y | +955.2% | +217.4% | +737.8% | +647.6% |
| All | +955.2% | +211.4% | +743.7% | +647.6% |
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