-37.0%
APP vs AEIS
-12.7%
-24.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +6.1% | +3.7% | +9.8% |
| 7D | +71.2% | -11.3% | +82.5% | +71.2% |
| 30D | +39.1% | -32.6% | +71.7% | +42.7% |
| 3M | +16.5% | -39.2% | +55.7% | +20.7% |
| 6M | -16.6% | -45.4% | +28.8% | -12.9% |
| YTD | -41.9% | -5.8% | -36.1% | -55.3% |
| 1Y | -37.0% | -10.0% | -27.0% | -49.2% |
| All | -37.0% | -12.7% | -24.4% | -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