-26.3%
APH vs AEIS
+93.3%
-119.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.5% | -49.2% | -48.3% |
| 7D | -48.7% | -2.2% | -46.5% | -48.5% |
| 30D | -51.9% | -14.6% | -37.3% | -49.3% |
| 3M | -43.6% | -12.4% | -31.1% | -41.9% |
| 6M | -37.5% | -15.0% | -22.6% | -36.2% |
| YTD | -38.6% | +34.3% | -72.9% | -48.6% |
| 1Y | -26.3% | +87.4% | -113.7% | -45.0% |
| All | -26.3% | +93.3% | -119.7% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling