I've enjoyed reading your AAR. Thanks for posting this.
One minor editing note, I think you have a copy and paste error in the later write-ups. Your graphs (awesome that you included those BTW) continue to say "End of 2nd year" or "Middle of 2nd year" well into the 3rd and 4th years. So, a minor editing nitpick for what is a pretty cool AAR.
Kudos.