+40.4%
AVAV vs AEIS
+219.5%
-179.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.4% | -4.1% | -2.5% |
| 7D | -2.2% | +3.0% | -5.2% | -3.1% |
| 30D | -13.9% | -14.6% | +0.7% | -10.1% |
| 3M | -29.2% | -12.4% | -16.8% | -28.1% |
| 6M | -36.1% | -15.0% | -21.2% | -35.4% |
| YTD | -40.2% | +34.3% | -74.5% | -49.1% |
| 1Y | -36.2% | +87.4% | -123.6% | -52.2% |
| 3Y | +47.5% | +139.8% | -92.2% | -2.8% |
| All | +40.4% | +219.5% | -179.1% | -22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling