+944.2%
APH vs AEIS
+375.1%
+569.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.5% | -5.3% | -2.5% |
| 7D | +0.4% | +9.5% | -9.1% | -3.2% |
| 30D | -8.0% | -17.5% | +9.5% | -1.3% |
| 3M | -5.0% | -29.3% | +24.3% | +7.5% |
| 6M | +29.9% | -34.7% | +64.6% | +48.6% |
| YTD | +18.0% | +10.7% | +7.2% | +8.5% |
| 1Y | +11.3% | +7.4% | +3.9% | +3.7% |
| 3Y | +274.9% | +161.1% | +113.8% | +141.7% |
| 5Y | +300.6% | +150.7% | +149.9% | +155.3% |
| 10Y | +944.2% | +360.8% | +583.4% | +368.2% |
| All | +944.2% | +375.1% | +569.1% | +368.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling