+379.1%
AVAV vs AEIS
+358.4%
+20.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +11.3% | +1.3% | +8.7% |
| 7D | +3.2% | +1.0% | +2.2% | +3.0% |
| 30D | -7.4% | -24.0% | +16.6% | +1.1% |
| 3M | -32.0% | -32.5% | +0.5% | -23.7% |
| 6M | -24.6% | -38.6% | +14.0% | -14.8% |
| YTD | -47.5% | +4.8% | -52.4% | -52.5% |
| 1Y | -61.5% | +1.3% | -62.8% | -64.7% |
| 3Y | +5.5% | +159.2% | -153.8% | -35.2% |
| 5Y | +35.7% | +140.8% | -105.1% | -17.8% |
| 10Y | +379.1% | +349.8% | +29.3% | +108.0% |
| All | +379.1% | +358.4% | +20.6% | +108.0% |
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