+311.3%
ARM vs AEE
+45.6%
+265.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.8% | +4.2% |
| 7D | +11.4% | +1.3% | +10.1% | +12.1% |
| 30D | -7.4% | -1.2% | -6.2% | -8.2% |
| 3M | -24.5% | +1.0% | -25.5% | -23.8% |
| 6M | +128.7% | -2.3% | +130.9% | +128.5% |
| YTD | +139.3% | +9.1% | +130.1% | +150.1% |
| 1Y | +88.0% | +10.6% | +77.4% | +98.1% |
| All | +311.3% | +45.6% | +265.7% | +432.8% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling