+27.9%
AVAV vs AEIS
+157.5%
-129.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -2.4% |
| 7D | -2.2% | +3.0% | -5.2% | -3.0% |
| 30D | -13.9% | -14.6% | +0.7% | -10.5% |
| 3M | -29.2% | -12.4% | -16.8% | -28.4% |
| 6M | -36.1% | -15.0% | -21.2% | -35.5% |
| YTD | -40.2% | +34.3% | -74.5% | -48.8% |
| 1Y | -36.2% | +87.4% | -123.6% | -51.5% |
| All | +27.9% | +157.5% | -129.6% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling