+345.1%
AVAV vs AEIS
+375.1%
-30.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.5% | -3.7% | -0.8% |
| 7D | +9.9% | +9.5% | +0.4% | +6.8% |
| 30D | -5.4% | -17.5% | +12.1% | +0.3% |
| 3M | -36.5% | -29.3% | -7.3% | -29.9% |
| 6M | -25.3% | -34.7% | +9.4% | -17.4% |
| YTD | -48.6% | +10.7% | -59.3% | -54.3% |
| 1Y | -62.1% | +7.4% | -69.5% | -65.9% |
| 3Y | +2.3% | +161.1% | -158.8% | -37.1% |
| 5Y | +35.4% | +150.7% | -115.3% | -19.1% |
| 10Y | +345.1% | +360.8% | -15.8% | +94.5% |
| All | +345.1% | +375.1% | -30.0% | +94.5% |
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