+508.8%
AVAV vs AEE
+185.4%
+323.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.0% | +1.9% | +2.6% |
| 7D | +3.2% | +1.3% | +1.9% | +2.8% |
| 30D | -20.3% | -1.2% | -19.1% | -20.1% |
| 3M | -19.4% | +1.0% | -20.5% | -19.8% |
| 6M | -35.3% | -2.3% | -33.0% | -35.1% |
| YTD | -38.5% | +9.1% | -47.6% | -40.4% |
| 1Y | -37.2% | +10.6% | -47.8% | -39.5% |
| 3Y | +31.1% | +48.5% | -17.4% | +12.7% |
| 5Y | +41.0% | +39.9% | +1.2% | +23.8% |
| 10Y | +508.8% | +185.7% | +323.0% | +374.4% |
| All | +508.8% | +185.4% | +323.3% | +374.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling