+16,152.1%
RGEN vs AEE
+813.9%
+15,338.2%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | -4.9% | +0.3% | -5.2% | -5.0% |
| 30D | +5.7% | -2.3% | +8.0% | +6.3% |
| 3M | +32.4% | +0.2% | +32.2% | +32.3% |
| 6M | +33.2% | -4.7% | +37.9% | +34.7% |
| YTD | +2.3% | +8.1% | -5.8% | -0.4% |
| 1Y | +39.0% | +8.5% | +30.4% | +35.1% |
| 3Y | -4.6% | +48.9% | -53.5% | -16.1% |
| 5Y | -42.7% | +39.9% | -82.6% | -48.9% |
| 10Y | +433.6% | +186.5% | +247.0% | +283.0% |
| All | +16,152.1% | +813.9% | +15,338.2% | +9,129.3% |
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