-63.0%
AVAV vs AEIS
-1.0%
-62.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -3.0% |
| 7D | 0.0% | -6.9% | +6.9% | +1.0% |
| 30D | -9.9% | -23.2% | +13.3% | -6.2% |
| 3M | -34.7% | -29.5% | -5.2% | -31.2% |
| 6M | -26.6% | -37.9% | +11.3% | -22.9% |
| YTD | -48.9% | +6.0% | -54.9% | -59.0% |
| 1Y | -63.0% | +1.2% | -64.2% | -69.3% |
| All | -63.0% | -1.0% | -62.0% | -69.3% |
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 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