-26.5%
ACN vs AVAV
+31.5%
-58.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.2% |
| 7D | -5.7% | +18.4% | -24.1% | -7.1% |
| 30D | +17.0% | -4.9% | +22.0% | +17.1% |
| 3M | +39.9% | -37.7% | +77.5% | +45.1% |
| 6M | +50.2% | -28.4% | +78.6% | +52.6% |
| YTD | -4.2% | -50.0% | +45.9% | 0.0% |
| 1Y | +4.3% | -62.6% | +66.9% | +11.5% |
| 3Y | -17.1% | -0.6% | -16.5% | -24.3% |
| 5Y | -26.5% | +31.9% | -58.4% | -38.7% |
| All | -26.5% | +31.5% | -58.0% | -38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling