+355.6%
AEM vs AVAV
+48.2%
+307.3%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -1.0% |
| 7D | -0.5% | -2.2% | +1.7% | -0.3% |
| 30D | +24.0% | -13.9% | +37.9% | +25.8% |
| 3M | +16.1% | -29.2% | +45.3% | +19.6% |
| 6M | -11.6% | -36.1% | +24.5% | -8.6% |
| YTD | +21.5% | -40.2% | +61.7% | +24.9% |
| 1Y | +39.2% | -36.2% | +75.4% | +41.8% |
| All | +355.6% | +48.2% | +307.3% | +312.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 3y: compounded portfolio wealth divided by compounded AVAV 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…
3y analysis · Full analysis span regression · 6 months rolling