+6.0%
CLSK vs AEIS
+232.6%
-226.6%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.9% | +1.9% | +2.3% |
| 7D | +7.7% | +2.3% | +5.5% | +5.7% |
| 30D | +12.2% | -14.8% | +27.0% | +29.2% |
| 3M | -15.5% | -15.6% | +0.1% | -7.0% |
| 6M | +39.3% | -8.7% | +48.1% | +34.1% |
| YTD | +35.1% | +37.3% | -2.3% | -18.6% |
| 1Y | +34.0% | +80.3% | -46.3% | -40.6% |
| 3Y | +226.3% | +177.9% | +48.3% | -15.0% |
| All | +6.0% | +232.6% | -226.6% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling