+179.9%
APTV vs AEE
+445.1%
-265.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.2% | -4.9% | -4.7% |
| 7D | +2.0% | +0.6% | +1.4% | +1.8% |
| 30D | -7.7% | -1.9% | -5.8% | -7.2% |
| 3M | -34.0% | +0.3% | -34.3% | -34.3% |
| 6M | -37.1% | -3.0% | -34.1% | -36.8% |
| YTD | -39.9% | +8.4% | -48.3% | -41.7% |
| 1Y | -44.4% | +9.8% | -54.2% | -46.4% |
| 3Y | -54.5% | +47.4% | -101.9% | -60.7% |
| 5Y | -69.1% | +38.9% | -108.0% | -72.9% |
| 10Y | -20.0% | +183.7% | -203.7% | -43.1% |
| All | +179.9% | +445.1% | -265.2% | +52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling