+355.9%
APH vs AEIS
+219.5%
+136.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | -0.2% |
| 7D | +5.0% | +3.0% | +2.0% | +3.5% |
| 30D | -3.9% | -14.6% | +10.8% | +2.6% |
| 3M | +13.0% | -12.4% | +25.4% | +17.0% |
| 6M | +25.2% | -15.0% | +40.1% | +28.8% |
| YTD | +22.9% | +34.3% | -11.4% | +1.7% |
| 1Y | +47.8% | +87.4% | -39.5% | +3.6% |
| 3Y | +283.0% | +139.8% | +143.2% | +129.0% |
| All | +355.9% | +219.5% | +136.4% | +125.0% |
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 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