+179.9%
APTV vs AEE
+449.0%
-269.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.0% | -5.6% | -4.9% |
| 7D | +2.0% | +1.3% | +0.6% | +1.5% |
| 30D | -7.7% | -1.2% | -6.5% | -7.4% |
| 3M | -34.0% | +1.0% | -35.0% | -34.4% |
| 6M | -37.1% | -2.3% | -34.8% | -36.9% |
| YTD | -39.9% | +9.1% | -49.0% | -41.9% |
| 1Y | -44.4% | +10.6% | -55.0% | -46.5% |
| 3Y | -54.5% | +48.5% | -103.0% | -60.8% |
| 5Y | -69.1% | +39.9% | -109.0% | -73.0% |
| 10Y | -20.0% | +185.7% | -205.7% | -43.2% |
| All | +179.9% | +449.0% | -269.1% | +51.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling