+15.9%
AJG vs AVAV
-68.0%
+84.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -8.3% | +13.8% | +5.7% |
| 7D | +10.7% | -10.1% | +20.8% | +11.0% |
| 30D | +26.9% | -18.7% | +45.6% | +27.6% |
| 3M | +16.6% | -33.0% | +49.6% | +17.8% |
| 6M | +40.1% | -37.2% | +77.3% | +41.5% |
| YTD | +12.4% | -53.2% | +65.6% | +14.5% |
| 1Y | +15.9% | -69.0% | +84.9% | +19.3% |
| All | +15.9% | -68.0% | +84.0% | +19.3% |
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