-40.1%
HOOD vs AEP
+9.0%
-49.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -2.2% |
| 7D | -5.1% | -0.8% | -4.3% | -5.5% |
| 30D | -25.4% | +4.9% | -30.3% | -23.6% |
| 3M | -14.0% | +4.9% | -18.8% | -11.9% |
| 6M | +5.6% | -0.3% | +5.9% | +5.9% |
| YTD | -28.1% | +14.3% | -42.4% | -23.8% |
| 1Y | -40.1% | +7.5% | -47.7% | -33.4% |
| All | -40.1% | +9.0% | -49.1% | -33.4% |
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