-36.1%
HOOD vs AEP
+10.7%
-46.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +1.8% |
| 7D | -4.4% | +0.8% | -5.2% | -4.0% |
| 30D | -23.4% | +7.9% | -31.3% | -20.6% |
| 3M | -6.5% | +1.5% | -8.0% | -5.6% |
| 6M | +14.2% | -2.6% | +16.8% | +14.1% |
| YTD | -22.7% | +14.7% | -37.4% | -20.7% |
| 1Y | -36.1% | +10.8% | -46.9% | -31.9% |
| All | -36.1% | +10.7% | -46.8% | -31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling