+232.9%
ABT vs AVAV
+423.1%
-190.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.6% | -12.1% | -0.5% |
| 7D | +0.3% | +3.2% | -2.8% | -0.1% |
| 30D | +11.6% | -7.4% | +19.0% | +12.0% |
| 3M | +3.1% | -32.0% | +35.1% | +6.0% |
| 6M | +32.8% | -24.6% | +57.4% | +34.2% |
| YTD | -9.6% | -47.5% | +37.9% | -6.8% |
| 1Y | -10.4% | -61.5% | +51.1% | -5.1% |
| 3Y | +25.8% | +5.5% | +20.4% | +14.6% |
| 5Y | -3.4% | +35.7% | -39.2% | -17.4% |
| 10Y | +232.9% | +379.1% | -146.2% | +146.7% |
| All | +232.9% | +423.1% | -190.3% | +146.7% |
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 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