-61.5%
AVAV vs AEE
+10.9%
-72.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +9.9% | +0.2% | +9.7% | +9.9% |
| 30D | -5.4% | +9.7% | -15.1% | -5.8% |
| 3M | -36.5% | +5.8% | -42.3% | -36.6% |
| 6M | -25.3% | +4.5% | -29.7% | -25.1% |
| YTD | -48.6% | +15.8% | -64.4% | -52.8% |
| All | -61.5% | +10.9% | -72.4% | -62.2% |
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