-33.9%
AAL vs AVAV
+35.3%
-69.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | +3.4% | +9.9% | -6.4% | +2.1% |
| 30D | +11.7% | -5.4% | +17.1% | +12.2% |
| 3M | -7.8% | -36.5% | +28.8% | -2.6% |
| 6M | +10.2% | -25.3% | +35.5% | +12.3% |
| YTD | -8.0% | -48.6% | +40.5% | -2.8% |
| 1Y | +8.5% | -62.1% | +70.6% | +19.6% |
| 3Y | +19.5% | +2.3% | +17.2% | +4.0% |
| 5Y | -33.9% | +35.4% | -69.3% | -50.6% |
| All | -33.9% | +35.3% | -69.2% | -50.6% |
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 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