+16,170.5%
RGEN vs AEE
+892.1%
+15,278.4%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.5% |
| 7D | -3.3% | +1.7% | -5.0% | -3.7% |
| 30D | -5.8% | +9.7% | -15.6% | -8.4% |
| 3M | +0.2% | +5.9% | -5.7% | -1.6% |
| 6M | +56.8% | +6.7% | +50.1% | +53.5% |
| YTD | +2.4% | +17.4% | -15.0% | -2.7% |
| 1Y | +11.4% | +12.7% | -1.2% | +7.2% |
| 3Y | +15.2% | +68.2% | -53.1% | -2.2% |
| 5Y | -35.1% | +57.3% | -92.4% | -44.0% |
| 10Y | +419.6% | +220.6% | +199.0% | +261.7% |
| All | +16,170.5% | +892.1% | +15,278.4% | +8,914.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling