+30.3%
ACI vs AVAV
+44.2%
-13.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +10.5% | -13.9% | -3.7% |
| 7D | -2.2% | -10.6% | +8.4% | -2.0% |
| 30D | +10.3% | -18.8% | +29.1% | +10.8% |
| 3M | +7.2% | -34.1% | +41.3% | +8.4% |
| 6M | -18.0% | -35.3% | +17.3% | -17.3% |
| YTD | -22.0% | -53.4% | +31.4% | -20.6% |
| 1Y | -23.4% | -65.6% | +42.3% | -21.1% |
| 3Y | -35.8% | -5.1% | -30.8% | -38.9% |
| 5Y | -43.7% | +18.5% | -62.2% | -47.9% |
| All | +30.3% | +44.2% | -13.9% | +16.9% |
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