+0.3%
AGI vs AVAV
-68.0%
+68.3%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -8.3% | +19.1% | +11.8% |
| 7D | -5.3% | -10.1% | +4.8% | -4.2% |
| 30D | -7.1% | -18.7% | +11.6% | -4.7% |
| 3M | +4.4% | -33.0% | +37.4% | +9.9% |
| 6M | -23.0% | -37.2% | +14.2% | -18.4% |
| YTD | -22.0% | -53.2% | +31.2% | -18.6% |
| 1Y | +0.3% | -69.0% | +69.3% | +14.4% |
| All | +0.3% | -68.0% | +68.3% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling