+378.5%
APP vs AEIS
+154.1%
+224.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.8% | -5.5% | -4.1% |
| 7D | +0.1% | +8.1% | -8.0% | -3.9% |
| 30D | -10.0% | -11.1% | +1.1% | -5.8% |
| 3M | -44.6% | -5.6% | -39.0% | -46.3% |
| 6M | -37.9% | -0.6% | -37.2% | -44.8% |
| YTD | -53.7% | +38.0% | -91.7% | -67.7% |
| 1Y | -43.0% | +87.2% | -130.2% | -68.4% |
| 3Y | +640.8% | +179.7% | +461.1% | +196.4% |
| 5Y | +358.8% | +241.7% | +117.1% | +54.5% |
| All | +378.5% | +154.1% | +224.4% | +61.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling