+573.9%
ABT vs AVAV
+351.0%
+222.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +10.5% | -13.7% | -4.2% |
| 7D | +3.5% | -10.6% | +14.1% | +4.4% |
| 30D | +12.0% | -18.8% | +30.8% | +14.0% |
| 3M | +2.5% | -34.1% | +36.6% | +6.1% |
| 6M | +29.1% | -35.3% | +64.4% | +32.7% |
| YTD | -10.1% | -53.4% | +43.3% | -5.6% |
| 1Y | -9.8% | -65.6% | +55.8% | -2.5% |
| 3Y | +23.3% | -5.1% | +28.3% | +13.6% |
| 5Y | -2.4% | +18.5% | -20.9% | -15.2% |
| 10Y | +239.4% | +369.8% | -130.4% | +132.9% |
| All | +573.9% | +351.0% | +222.9% | +314.2% |
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