+606.7%
ADI vs AVAV
+502.7%
+104.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +1.9% |
| 7D | +0.4% | -2.2% | +2.7% | +0.8% |
| 30D | -3.8% | -13.9% | +10.1% | -1.6% |
| 3M | -15.3% | -29.2% | +14.0% | -11.4% |
| 6M | +6.7% | -36.1% | +42.8% | +12.3% |
| YTD | +34.8% | -40.2% | +75.0% | +40.5% |
| 1Y | +49.0% | -36.2% | +85.2% | +51.4% |
| 3Y | +108.1% | +47.5% | +60.6% | +69.0% |
| 5Y | +142.4% | +39.3% | +103.2% | +90.6% |
| All | +606.7% | +502.7% | +104.0% | +285.7% |
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