+1,086.7%
FLEX vs AEP
+170.1%
+916.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | +6.4% | +0.9% | +5.5% | +6.2% |
| 30D | -5.9% | +1.5% | -7.4% | -6.2% |
| 3M | -23.5% | -1.7% | -21.8% | -23.3% |
| 6M | +83.7% | -4.0% | +87.8% | +84.2% |
| YTD | +86.5% | +10.6% | +75.9% | +80.4% |
| 1Y | +100.5% | +18.6% | +81.9% | +90.4% |
| 3Y | +469.8% | +78.7% | +391.1% | +364.7% |
| 5Y | +725.7% | +65.1% | +660.6% | +588.5% |
| 10Y | +1,086.7% | +177.7% | +909.0% | +830.6% |
| All | +1,086.7% | +170.1% | +916.6% | +830.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling