+141.7%
AIP price history and return analytics
+23.3%
+118.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.4% | +3.4% |
| 7D | -2.9% | +0.4% | -3.4% | -4.4% |
| 30D | -30.9% | +1.0% | -31.9% | -33.1% |
| 3M | -42.5% | +2.4% | -44.9% | -45.7% |
| 6M | +29.8% | +12.0% | +17.8% | -5.6% |
| YTD | +37.9% | +15.3% | +22.5% | -11.0% |
| 1Y | +141.7% | +22.6% | +119.2% | +28.1% |
| All | +141.7% | +23.3% | +118.4% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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