+548.7%
AEM vs AVAV
+351.0%
+197.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +10.5% | -9.1% | +0.3% |
| 7D | +15.8% | -10.6% | +26.4% | +16.8% |
| 30D | +6.2% | -18.8% | +25.0% | +8.1% |
| 3M | +14.3% | -34.1% | +48.4% | +18.6% |
| 6M | +1.4% | -35.3% | +36.7% | +4.6% |
| YTD | +13.7% | -53.4% | +67.1% | +19.7% |
| 1Y | +21.3% | -65.6% | +87.0% | +31.2% |
| 3Y | +309.9% | -5.1% | +315.0% | +291.3% |
| 5Y | +301.0% | +18.5% | +282.4% | +266.9% |
| 10Y | +344.0% | +369.8% | -25.8% | +235.5% |
| All | +548.7% | +351.0% | +197.7% | +360.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling