+630.6%
ADI vs AVAV
+423.1%
+207.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +12.6% | -4.0% | +6.5% |
| 7D | -4.4% | +3.2% | -7.6% | -4.9% |
| 30D | -2.8% | -7.4% | +4.6% | -1.8% |
| 3M | +1.5% | -32.0% | +33.5% | +7.5% |
| 6M | -4.7% | -24.6% | +19.9% | -2.4% |
| YTD | +46.8% | -47.5% | +94.3% | +55.6% |
| 1Y | +74.9% | -61.5% | +136.4% | +95.5% |
| 3Y | +147.4% | +5.5% | +142.0% | +114.5% |
| 5Y | +131.9% | +35.7% | +96.2% | +82.0% |
| 10Y | +630.6% | +379.1% | +251.5% | +325.8% |
| All | +630.6% | +423.1% | +207.5% | +325.8% |
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