+230.2%
ABT vs AVAV
+327.1%
-96.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.6% |
| 7D | -5.6% | +18.4% | -24.0% | -7.0% |
| 30D | +5.2% | -4.9% | +10.1% | +5.3% |
| 3M | -2.7% | -37.7% | +34.9% | +0.7% |
| 6M | +28.8% | -28.4% | +57.3% | +30.7% |
| YTD | -12.3% | -50.0% | +37.8% | -9.2% |
| 1Y | -14.7% | -62.6% | +48.0% | -9.4% |
| 3Y | +21.6% | -0.6% | +22.2% | +11.2% |
| 5Y | -7.8% | +31.9% | -39.7% | -21.1% |
| All | +230.2% | +327.1% | -96.9% | +139.3% |
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