+67.2%
AG vs AVAV
+39.7%
+27.5%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.2% | -1.6% |
| 7D | +1.0% | -2.2% | +3.2% | +1.5% |
| 30D | +19.2% | -13.9% | +33.1% | +22.7% |
| 3M | +6.2% | -29.2% | +35.4% | +12.8% |
| 6M | -26.7% | -36.1% | +9.4% | -21.2% |
| YTD | +26.1% | -40.2% | +66.3% | +35.3% |
| 1Y | +131.7% | -36.2% | +167.9% | +143.5% |
| 3Y | +255.3% | +47.5% | +207.8% | +200.5% |
| All | +67.2% | +39.7% | +27.5% | +33.2% |
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