+31.5%
ACI vs AVAV
+62.4%
-30.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.6% | -11.7% | +0.6% |
| 7D | -5.9% | +3.2% | -9.1% | -6.0% |
| 30D | +7.2% | -7.4% | +14.6% | +7.4% |
| 3M | +8.8% | -32.0% | +40.8% | +10.0% |
| 6M | -17.2% | -24.6% | +7.4% | -16.9% |
| YTD | -21.3% | -47.5% | +26.3% | -20.1% |
| 1Y | -23.7% | -61.5% | +37.7% | -21.7% |
| 3Y | -32.8% | +5.5% | -38.3% | -36.2% |
| 5Y | -41.4% | +35.7% | -77.1% | -46.0% |
| All | +31.5% | +62.4% | -30.8% | +17.7% |
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