+14.5%
AGG vs AVAV
+1.8%
+12.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.8% | 0.0% |
| 7D | -0.6% | +9.9% | -10.4% | -0.6% |
| 30D | +1.6% | -5.4% | +7.0% | +1.6% |
| 3M | -0.5% | -36.5% | +36.1% | -0.1% |
| 6M | -1.1% | -25.3% | +24.2% | -0.9% |
| YTD | -0.7% | -48.6% | +47.8% | -0.4% |
| 1Y | -0.7% | -62.1% | +61.4% | -0.1% |
| All | +14.5% | +1.8% | +12.8% | +13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling