+654.6%
APP vs AEE
+49.6%
+605.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.2% | +2.2% |
| 7D | +0.9% | +0.3% | +0.6% | +1.0% |
| 30D | -23.3% | -2.3% | -21.0% | -23.6% |
| 3M | -42.6% | +0.2% | -42.9% | -42.6% |
| 6M | -33.6% | -4.7% | -28.9% | -33.9% |
| YTD | -52.4% | +8.1% | -60.5% | -52.4% |
| 1Y | -35.9% | +8.5% | -44.4% | -35.9% |
| All | +654.6% | +49.6% | +605.0% | +685.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling