+376.0%
AGI vs AVAV
+397.6%
-21.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -2.8% |
| 7D | 0.0% | +9.9% | -9.9% | -1.1% |
| 30D | -7.6% | -5.4% | -2.2% | -7.4% |
| 3M | -10.2% | -36.5% | +26.3% | -6.3% |
| 6M | -31.5% | -25.3% | -6.2% | -30.1% |
| YTD | -22.0% | -48.6% | +26.6% | -18.4% |
| 1Y | -7.9% | -62.1% | +54.2% | -0.9% |
| 3Y | +137.6% | +2.3% | +135.3% | +124.5% |
| 5Y | +256.7% | +35.4% | +221.3% | +220.3% |
| 10Y | +405.2% | +345.1% | +60.1% | +276.4% |
| All | +376.0% | +397.6% | -21.6% | +210.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling