+10.0%
AJG vs AVAV
+24.3%
-14.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.4% | +2.5% | -2.7% |
| 7D | -7.4% | -3.2% | -4.2% | -7.3% |
| 30D | -3.0% | -25.6% | +22.6% | -2.0% |
| 3M | +12.8% | -20.2% | +33.1% | +13.4% |
| 6M | +12.8% | -38.1% | +50.9% | +14.2% |
| YTD | -4.7% | -41.8% | +37.0% | -3.5% |
| 1Y | -17.2% | -39.0% | +21.8% | -16.5% |
| All | +10.0% | +24.3% | -14.3% | +4.0% |
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