-35.3%
AVAV vs AEE
+4.8%
-40.1%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | 0.0% | +10.4% | +10.5% |
| 7D | -10.6% | +2.1% | -12.7% | -10.2% |
| 30D | -18.8% | +11.4% | -30.2% | -17.8% |
| 3M | -34.1% | +5.0% | -39.1% | -33.7% |
| 6M | -35.3% | +4.4% | -39.8% | -31.4% |
| All | -35.3% | +4.8% | -40.1% | -31.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling