-37.1%
APP vs AEIS
-2.1%
-35.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +11.3% | -6.5% | +4.5% |
| 7D | +79.2% | +1.0% | +78.2% | +78.2% |
| 30D | +48.0% | -24.0% | +72.0% | +51.2% |
| 3M | +18.2% | -32.5% | +50.7% | +22.1% |
| 6M | -12.5% | -38.6% | +26.1% | -9.2% |
| YTD | -39.2% | +4.8% | -44.0% | -53.2% |
| All | -37.1% | -2.1% | -35.0% | -49.2% |
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