-65.4%
AAL vs AVAV
+423.1%
-488.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +12.6% | -5.2% | +5.0% |
| 7D | +8.3% | +3.2% | +5.1% | +7.3% |
| 30D | +11.0% | -7.4% | +18.4% | +12.1% |
| 3M | -11.2% | -32.0% | +20.8% | -5.1% |
| 6M | +6.1% | -24.6% | +30.6% | +8.8% |
| YTD | -7.6% | -47.5% | +39.9% | -0.7% |
| 1Y | +3.7% | -61.5% | +65.2% | +18.5% |
| 3Y | +20.5% | +5.5% | +15.0% | +0.7% |
| 5Y | -36.4% | +35.7% | -72.1% | -53.4% |
| 10Y | -65.4% | +379.1% | -444.5% | -80.6% |
| All | -65.4% | +423.1% | -488.6% | -80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling