+508.8%
AVAV vs AEIS
+546.3%
-37.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +1.9% |
| 7D | +3.2% | +8.1% | -4.9% | +0.5% |
| 30D | -20.3% | -11.1% | -9.2% | -17.4% |
| 3M | -19.4% | -5.6% | -13.8% | -20.0% |
| 6M | -35.3% | -0.6% | -34.6% | -37.8% |
| YTD | -38.5% | +38.0% | -76.5% | -48.6% |
| 1Y | -37.2% | +87.2% | -124.4% | -53.6% |
| 3Y | +31.1% | +179.7% | -148.6% | -20.2% |
| 5Y | +41.0% | +241.7% | -200.7% | -23.7% |
| 10Y | +508.8% | +547.2% | -38.4% | +127.3% |
| All | +508.8% | +546.3% | -37.6% | +127.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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