+573.0%
ADI vs AVAV
+364.6%
+208.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +10.5% | -9.8% | -1.0% |
| 7D | -12.8% | -10.6% | -2.3% | -11.3% |
| 30D | -11.3% | -18.8% | +7.5% | -8.4% |
| 3M | -3.4% | -34.1% | +30.8% | +2.8% |
| 6M | -12.0% | -35.3% | +23.3% | -7.6% |
| YTD | +35.3% | -53.4% | +88.6% | +46.2% |
| 1Y | +58.1% | -65.6% | +123.7% | +80.0% |
| 3Y | +127.4% | -5.1% | +132.4% | +100.4% |
| 5Y | +114.6% | +18.5% | +96.1% | +72.4% |
| All | +573.0% | +364.6% | +208.4% | +300.0% |
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