+31.8%
BA vs AEE
+202.7%
-170.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +1.1% | +2.1% | -1.0% | +0.1% |
| 30D | -7.9% | +11.4% | -19.3% | -12.6% |
| 3M | -25.3% | +5.0% | -30.3% | -27.2% |
| 6M | -24.6% | +4.4% | -29.0% | -26.5% |
| YTD | -20.1% | +15.4% | -35.5% | -25.9% |
| 1Y | -11.8% | +13.8% | -25.5% | -17.7% |
| 3Y | -10.1% | +58.0% | -68.1% | -30.8% |
| 5Y | -22.7% | +52.9% | -75.7% | -40.5% |
| All | +31.8% | +202.7% | -170.9% | -7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling