+123.6%
HOOD vs AEP
+76.7%
+47.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.5% | -4.3% |
| 7D | -3.8% | +2.9% | -6.6% | -3.6% |
| 30D | -23.0% | +3.2% | -26.2% | -22.8% |
| 3M | -21.6% | +3.8% | -25.5% | -21.4% |
| 6M | +1.4% | +2.5% | -1.1% | +1.6% |
| YTD | -31.2% | +15.5% | -46.6% | -31.1% |
| 1Y | -35.9% | +9.6% | -45.5% | -35.8% |
| 3Y | +836.9% | +91.2% | +745.8% | +737.3% |
| 5Y | +121.1% | +88.2% | +32.9% | +146.5% |
| All | +123.6% | +76.7% | +47.0% | +137.8% |
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