+64.0%
AFL vs AVAV
+31.0%
+33.1%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.6% | -1.8% |
| 7D | -0.7% | +3.2% | -3.9% | -0.8% |
| 30D | -7.1% | -20.3% | +13.2% | -6.9% |
| 3M | +0.4% | -19.4% | +19.9% | +0.8% |
| 6M | +4.5% | -35.3% | +39.8% | +5.4% |
| YTD | +6.1% | -38.5% | +44.6% | +6.4% |
| 1Y | +10.6% | -37.2% | +47.8% | +10.1% |
| 3Y | +64.0% | +31.1% | +32.9% | +48.9% |
| All | +64.0% | +31.0% | +33.1% | +48.9% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling