+13.8%
AGI vs AVAV
-40.1%
+53.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.7% | +2.1% |
| 7D | +2.2% | -3.2% | +5.4% | +2.6% |
| 30D | +11.3% | -25.6% | +36.8% | +15.7% |
| 3M | +5.6% | -20.2% | +25.9% | +8.5% |
| 6M | -27.7% | -38.1% | +10.4% | -24.2% |
| YTD | -4.1% | -41.8% | +37.7% | -1.6% |
| 1Y | +13.8% | -39.0% | +52.8% | +25.2% |
| All | +13.8% | -40.1% | +53.9% | +25.2% |
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 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