+416.0%
AAOI vs AVAV
+519.3%
-103.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -0.2% | +1.4% | -1.6% | -0.7% |
| 30D | -23.7% | -24.3% | +0.6% | -16.2% |
| 3M | -39.0% | -20.1% | -18.9% | -35.2% |
| 6M | -17.0% | -29.4% | +12.3% | -10.4% |
| YTD | +202.2% | -39.3% | +241.6% | +220.8% |
| 1Y | +292.4% | -39.3% | +331.7% | +315.5% |
| 3Y | +804.4% | +29.5% | +774.9% | +638.7% |
| 5Y | +1,318.0% | +56.3% | +1,261.7% | +941.7% |
| All | +416.0% | +519.3% | -103.3% | +143.5% |
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