+292.6%
APP vs AEE
+52.8%
+239.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | 0.0% | +9.8% | +9.9% |
| 7D | +71.2% | +2.1% | +69.1% | +71.2% |
| 30D | +39.1% | +11.4% | +27.7% | +38.9% |
| 3M | +16.5% | +5.0% | +11.6% | +16.5% |
| 6M | -16.6% | +4.4% | -21.0% | -16.7% |
| YTD | -41.9% | +15.4% | -57.3% | -42.9% |
| 1Y | -37.0% | +13.8% | -50.8% | -38.0% |
| 3Y | +892.4% | +58.0% | +834.4% | +833.4% |
| All | +292.6% | +52.8% | +239.8% | +296.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling