+951.3%
APH vs AEIS
+358.4%
+592.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +11.3% | -3.1% | +3.8% |
| 7D | +1.1% | +1.0% | +0.1% | +0.6% |
| 30D | -7.5% | -24.0% | +16.5% | +2.5% |
| 3M | -4.4% | -32.5% | +28.1% | +10.1% |
| 6M | +26.5% | -38.6% | +65.0% | +48.2% |
| YTD | +20.0% | +4.8% | +15.2% | +12.9% |
| 1Y | +16.9% | +1.3% | +15.5% | +11.4% |
| 3Y | +288.5% | +159.2% | +129.3% | +151.7% |
| 5Y | +310.3% | +140.8% | +169.5% | +166.1% |
| 10Y | +951.3% | +349.8% | +601.5% | +377.9% |
| All | +951.3% | +358.4% | +592.8% | +377.9% |
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