+26,536.5%
APH vs AEIS
+2,566.8%
+23,969.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +1.5% | -49.2% | -48.1% |
| 7D | -48.7% | -2.2% | -46.5% | -48.6% |
| 30D | -51.9% | -14.6% | -37.3% | -50.3% |
| 3M | -43.6% | -12.4% | -31.1% | -42.4% |
| 6M | -37.5% | -15.0% | -22.6% | -36.2% |
| YTD | -38.6% | +34.3% | -72.9% | -44.0% |
| 1Y | -26.3% | +87.4% | -113.7% | -38.2% |
| 3Y | +89.2% | +139.8% | -50.6% | +47.7% |
| 5Y | +119.8% | +220.7% | -100.9% | +58.9% |
| 10Y | +454.3% | +531.6% | -77.3% | +222.5% |
| All | +26,536.5% | +2,566.8% | +23,969.7% | +8,349.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling