-35.3%
AVAV vs AEIS
-44.0%
+8.7%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +6.1% | +4.3% | +9.0% |
| 7D | -10.6% | -11.3% | +0.7% | -8.2% |
| 30D | -18.8% | -32.6% | +13.8% | -13.1% |
| 3M | -34.1% | -39.2% | +5.1% | -28.3% |
| 6M | -35.3% | -45.4% | +10.0% | -33.1% |
| All | -35.3% | -44.0% | +8.7% | -33.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling