-2.7%
HOOD vs AEP
+19.8%
-22.5%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -2.0% |
| 7D | +7.7% | +0.9% | +6.9% | +8.1% |
| 30D | +22.0% | +1.5% | +20.5% | +22.5% |
| 3M | +37.6% | -1.7% | +39.3% | +36.6% |
| 6M | +45.3% | -4.0% | +49.3% | +43.4% |
| YTD | +1.9% | +10.6% | -8.7% | +2.7% |
| 1Y | -2.7% | +18.6% | -21.3% | -2.8% |
| All | -2.7% | +19.8% | -22.5% | -2.8% |
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 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