+305.0%
INTC vs AEP
+17.4%
+287.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.0% | -4.6% | -5.8% |
| 7D | +9.4% | -1.0% | +10.4% | +9.2% |
| 30D | +2.7% | -0.1% | +2.8% | +2.8% |
| 3M | -6.3% | -3.2% | -3.1% | -7.1% |
| 6M | +114.5% | -5.3% | +119.7% | +111.6% |
| YTD | +171.9% | +9.5% | +162.3% | +186.1% |
| 1Y | +305.0% | +17.5% | +287.5% | +430.3% |
| All | +305.0% | +17.4% | +287.6% | +430.3% |
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 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