+141.2%
ADI vs AVAV
+39.7%
+101.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.4% | +1.8% |
| 7D | +0.4% | -2.2% | +2.7% | +0.7% |
| 30D | -3.8% | -13.9% | +10.1% | -2.2% |
| 3M | -15.3% | -29.2% | +14.0% | -12.4% |
| 6M | +6.7% | -36.1% | +42.8% | +10.9% |
| YTD | +34.8% | -40.2% | +75.0% | +39.0% |
| 1Y | +49.0% | -36.2% | +85.2% | +50.4% |
| 3Y | +108.1% | +47.5% | +60.6% | +74.8% |
| All | +141.2% | +39.7% | +101.5% | +84.3% |
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