-69.0%
AVAV vs AEE
+13.9%
-82.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | +2.5% | -10.8% | -8.3% |
| 7D | -10.1% | +4.7% | -14.8% | -10.2% |
| 30D | -18.7% | +13.4% | -32.1% | -19.1% |
| 3M | -33.0% | +4.1% | -37.1% | -33.0% |
| 6M | -37.2% | +2.0% | -39.2% | -36.8% |
| YTD | -53.2% | +15.6% | -68.8% | -56.3% |
| 1Y | -69.0% | +14.1% | -83.1% | -70.8% |
| All | -69.0% | +13.9% | -82.9% | -70.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling