-37.2%
AVAV vs AEIS
+86.7%
-123.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.8% | +0.1% | +2.3% |
| 7D | +3.2% | +8.1% | -4.9% | +1.6% |
| 30D | -20.3% | -11.1% | -9.2% | -18.7% |
| 3M | -19.4% | -5.6% | -13.8% | -20.5% |
| 6M | -35.3% | -0.6% | -34.6% | -36.4% |
| YTD | -38.5% | +38.0% | -76.5% | -47.0% |
| 1Y | -37.2% | +87.2% | -124.4% | -50.2% |
| All | -37.2% | +86.7% | -123.9% | -50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling