+2,761.7%
AVGO vs AEP
+175.2%
+2,586.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.8% |
| 7D | +1.0% | -1.0% | +2.0% | +1.2% |
| 30D | -13.3% | -0.1% | -13.2% | -13.3% |
| 3M | -2.9% | -3.2% | +0.3% | -2.6% |
| 6M | +5.7% | -5.3% | +11.0% | +6.4% |
| YTD | +4.6% | +9.5% | -4.9% | +1.9% |
| 1Y | -1.6% | +17.5% | -19.2% | -5.8% |
| 3Y | +336.2% | +77.0% | +259.2% | +259.0% |
| 5Y | +695.6% | +66.4% | +629.3% | +567.3% |
| All | +2,761.7% | +175.2% | +2,586.6% | +1,976.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 10y: compounded portfolio wealth divided by compounded AEP 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…
10y analysis · Full analysis span regression · 6 months rolling