+355.9%
APH vs AEE
+40.8%
+315.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +5.0% | +0.3% | +4.6% | +4.9% |
| 30D | -3.9% | -2.3% | -1.6% | -3.4% |
| 3M | +13.0% | +0.2% | +12.8% | +12.3% |
| 6M | +25.2% | -4.7% | +29.9% | +25.9% |
| YTD | +22.9% | +8.1% | +14.8% | +19.8% |
| 1Y | +47.8% | +8.5% | +39.3% | +43.6% |
| 3Y | +283.0% | +48.9% | +234.1% | +234.4% |
| All | +355.9% | +40.8% | +315.2% | +300.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling