+294.9%
APH vs AEIS
+148.4%
+146.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.5% | -5.3% | -2.8% |
| 7D | +0.4% | +9.5% | -9.1% | -3.8% |
| 30D | -8.0% | -17.5% | +9.5% | -0.4% |
| 3M | -5.0% | -29.3% | +24.3% | +9.3% |
| 6M | +29.9% | -34.7% | +64.6% | +51.2% |
| YTD | +18.0% | +10.7% | +7.2% | +5.0% |
| 1Y | +11.3% | +7.4% | +3.9% | +0.5% |
| 3Y | +274.9% | +161.1% | +113.8% | +111.0% |
| All | +294.9% | +148.4% | +146.4% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling