-15.6%
AA vs AVAV
+35.3%
-50.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.7% | +1.9% | +2.5% |
| 7D | +1.1% | +9.9% | -8.7% | -0.8% |
| 30D | -1.3% | -5.4% | +4.1% | -0.6% |
| 3M | -23.9% | -36.5% | +12.6% | -17.5% |
| 6M | -36.8% | -25.3% | -11.5% | -34.5% |
| YTD | -22.2% | -48.6% | +26.4% | -15.7% |
| 1Y | +10.4% | -62.1% | +72.4% | +26.7% |
| 3Y | +72.0% | +2.3% | +69.7% | +47.5% |
| 5Y | -15.6% | +35.4% | -51.0% | -36.2% |
| All | -15.6% | +35.3% | -50.9% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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