+1,020.0%
AAOI vs AVAV
+559.2%
+460.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.9% | +2.8% | +4.7% |
| 7D | +7.9% | +3.2% | +4.7% | +6.7% |
| 30D | -17.8% | -20.3% | +2.6% | -11.1% |
| 3M | -43.3% | -19.4% | -23.8% | -39.8% |
| 6M | +16.7% | -35.3% | +52.0% | +29.7% |
| YTD | +220.0% | -38.5% | +258.5% | +239.0% |
| 1Y | +372.1% | -37.2% | +409.3% | +396.3% |
| 3Y | +845.3% | +31.1% | +814.2% | +671.0% |
| 5Y | +1,333.8% | +41.0% | +1,292.8% | +981.5% |
| 10Y | +457.2% | +508.8% | -51.6% | +141.2% |
| All | +1,020.0% | +559.2% | +460.8% | +439.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling