-55.4%
APP vs AEIS
+6.2%
-61.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -11.1% | +21.8% | +11.7% |
| 7D | +4.5% | -12.7% | +17.2% | +5.6% |
| 30D | -3.6% | -28.8% | +25.2% | -0.9% |
| 3M | -35.3% | -38.0% | +2.8% | -32.4% |
| 6M | -42.8% | -45.3% | +2.5% | -39.5% |
| YTD | -59.7% | +1.1% | -60.8% | -66.1% |
| 1Y | -55.4% | +8.6% | -64.0% | -63.3% |
| All | -55.4% | +6.2% | -61.6% | -63.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling