-57.6%
AFRM vs AVAV
+7.1%
-64.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -9.8% | +2.0% | -3.5% |
| 7D | -6.9% | -24.3% | +17.4% | +4.6% |
| 30D | -7.0% | -28.9% | +21.9% | +7.3% |
| 3M | -11.2% | -39.3% | +28.0% | +8.6% |
| 6M | +4.3% | -38.8% | +43.0% | +21.6% |
| YTD | -6.4% | -57.8% | +51.4% | +21.8% |
| 1Y | -2.6% | -70.9% | +68.3% | +52.7% |
| 3Y | +210.6% | -14.8% | +225.4% | +111.9% |
| 5Y | -57.6% | +7.3% | -64.9% | -76.6% |
| All | -57.6% | +7.1% | -64.7% | -76.6% |
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