+1,314.2%
AAOI vs AVAV
+56.0%
+1,258.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -0.2% | +1.4% | -1.6% | -0.8% |
| 30D | -23.7% | -24.3% | +0.6% | -15.1% |
| 3M | -39.0% | -20.1% | -18.9% | -34.7% |
| 6M | -17.0% | -29.4% | +12.3% | -9.4% |
| YTD | +202.2% | -39.3% | +241.6% | +218.5% |
| 1Y | +292.4% | -39.3% | +331.7% | +310.5% |
| 3Y | +804.4% | +29.5% | +774.9% | +570.4% |
| All | +1,314.2% | +56.0% | +1,258.2% | +721.9% |
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