+64.9%
AIG vs AVAV
+327.1%
-262.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.5% | 0.0% |
| 7D | +2.0% | +18.4% | -16.4% | -0.4% |
| 30D | +6.3% | -4.9% | +11.3% | +6.6% |
| 3M | +9.2% | -37.7% | +46.8% | +15.3% |
| 6M | +9.5% | -28.4% | +38.0% | +11.7% |
| YTD | -1.6% | -50.0% | +48.4% | +3.0% |
| 1Y | +8.5% | -62.6% | +71.1% | +18.6% |
| 3Y | +38.3% | -0.6% | +38.9% | +18.5% |
| 5Y | +59.0% | +31.9% | +27.1% | +21.7% |
| All | +64.9% | +327.1% | -262.3% | +0.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling