+133.6%
HOOD vs AEP
+74.8%
+58.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.4% |
| 7D | -5.1% | -0.8% | -4.3% | -5.1% |
| 30D | -25.4% | +4.9% | -30.3% | -25.2% |
| 3M | -14.0% | +4.9% | -18.8% | -13.7% |
| 6M | +5.6% | -0.3% | +5.9% | +5.7% |
| YTD | -28.1% | +14.3% | -42.4% | -28.1% |
| 1Y | -40.1% | +7.5% | -47.7% | -40.0% |
| 3Y | +888.2% | +82.6% | +805.6% | +792.2% |
| 5Y | +135.8% | +81.5% | +54.3% | +154.2% |
| All | +133.6% | +74.8% | +58.8% | +148.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling