+169.3%
AEP vs AVAV
+516.1%
-346.8%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.1% | +0.6% |
| 7D | +2.0% | +3.2% | -1.2% | +1.8% |
| 30D | +0.5% | -20.3% | +20.8% | +1.6% |
| 3M | -0.3% | -19.4% | +19.1% | +0.4% |
| 6M | -3.5% | -35.3% | +31.8% | -2.0% |
| YTD | +11.3% | -38.5% | +49.8% | +12.7% |
| 1Y | +20.2% | -37.2% | +57.4% | +21.3% |
| 3Y | +79.8% | +31.1% | +48.7% | +68.7% |
| 5Y | +65.6% | +41.0% | +24.5% | +51.6% |
| 10Y | +169.3% | +508.8% | -339.5% | +128.9% |
| All | +169.3% | +516.1% | -346.8% | +128.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling