+1,666.1%
ADI vs AVAV
+478.6%
+1,187.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.5% |
| 3M | -15.3% | -29.2% | +14.0% | -11.2% |
| 6M | +6.7% | -36.1% | +42.8% | +12.5% |
| YTD | +34.8% | -40.2% | +75.0% | +40.9% |
| 1Y | +49.0% | -36.2% | +85.2% | +52.0% |
| 3Y | +108.1% | +47.5% | +60.6% | +71.1% |
| 5Y | +142.4% | +39.3% | +103.2% | +93.0% |
| 10Y | +589.9% | +482.6% | +107.3% | +285.6% |
| All | +1,666.1% | +478.6% | +1,187.5% | +734.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling