+144.3%
AGI vs AVAV
+1.7%
+142.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.7% | -2.6% | -5.0% |
| 7D | +13.9% | 0.0% | +13.9% | +13.6% |
| 30D | -6.2% | -9.9% | +3.7% | -5.4% |
| 3M | -6.9% | -34.7% | +27.8% | -2.7% |
| 6M | -28.7% | -26.6% | -2.1% | -26.7% |
| YTD | -19.8% | -48.9% | +29.2% | -16.0% |
| 1Y | -4.8% | -63.0% | +58.2% | +2.5% |
| 3Y | +144.3% | +1.6% | +142.7% | +120.7% |
| All | +144.3% | +1.7% | +142.6% | +120.7% |
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