+44.6%
GOOG vs AEP
+16.1%
+28.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.1% |
| 7D | -2.1% | +1.8% | -3.9% | -2.0% |
| 30D | -6.8% | -0.8% | -6.0% | -6.9% |
| 3M | -9.1% | -1.8% | -7.3% | -9.7% |
| 6M | +10.7% | -5.4% | +16.1% | +10.4% |
| YTD | +7.1% | +10.4% | -3.4% | +4.4% |
| 1Y | +44.6% | +18.2% | +26.5% | +43.6% |
| All | +44.6% | +16.1% | +28.5% | +43.6% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling