+16,551.5%
RMD vs AEE
+892.1%
+15,659.4%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.2% |
| 7D | +2.1% | +1.7% | +0.4% | +1.4% |
| 30D | +2.1% | +9.7% | -7.7% | -1.8% |
| 3M | +6.2% | +5.9% | +0.3% | +3.5% |
| 6M | +19.4% | +6.7% | +12.7% | +15.8% |
| YTD | +0.5% | +17.4% | -16.8% | -6.7% |
| 1Y | -3.9% | +12.7% | -16.6% | -9.3% |
| 3Y | +72.5% | +68.2% | +4.3% | +35.7% |
| 5Y | -1.5% | +57.3% | -58.8% | -21.0% |
| 10Y | +345.8% | +220.6% | +125.2% | +167.8% |
| All | +16,551.5% | +892.1% | +15,659.4% | +6,583.7% |
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