+204.4%
ABT vs AVAV
+516.1%
-311.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.9% | -5.4% | -2.8% |
| 7D | -3.1% | +3.2% | -6.3% | -3.4% |
| 30D | -2.1% | -20.3% | +18.2% | -0.3% |
| 3M | +17.4% | -19.4% | +36.9% | +18.8% |
| 6M | -2.4% | -35.3% | +32.9% | +0.2% |
| YTD | -14.2% | -38.5% | +24.3% | -12.3% |
| 1Y | -18.3% | -37.2% | +18.9% | -17.4% |
| 3Y | +11.5% | +31.1% | -19.6% | -0.3% |
| 5Y | -9.9% | +41.0% | -50.9% | -22.7% |
| 10Y | +204.4% | +508.8% | -304.4% | +108.7% |
| All | +204.4% | +516.1% | -311.7% | +108.7% |
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