+212.9%
AGI vs AVAV
+31.0%
+182.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.9% | -4.3% | -1.8% |
| 7D | +4.4% | +3.2% | +1.2% | +4.0% |
| 30D | +10.0% | -20.3% | +30.3% | +12.9% |
| 3M | +1.7% | -19.4% | +21.2% | +3.9% |
| 6M | -26.8% | -35.3% | +8.5% | -23.9% |
| YTD | -5.3% | -38.5% | +33.2% | -2.5% |
| 1Y | +11.5% | -37.2% | +48.7% | +13.9% |
| 3Y | +212.9% | +31.1% | +181.8% | +148.4% |
| All | +212.9% | +31.0% | +182.0% | +148.4% |
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 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