+145.0%
ALL vs AVAV
+18.1%
+126.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.5% | -14.9% | -4.8% |
| 7D | -1.9% | -10.6% | +8.6% | -1.6% |
| 30D | +13.8% | -18.8% | +32.6% | +14.6% |
| 3M | -7.0% | -34.1% | +27.1% | -5.6% |
| 6M | +18.0% | -35.3% | +53.4% | +19.3% |
| YTD | +24.2% | -53.4% | +77.6% | +26.4% |
| 1Y | +31.2% | -65.6% | +96.8% | +36.3% |
| 3Y | +107.5% | -5.1% | +112.6% | +89.6% |
| All | +145.0% | +18.1% | +126.9% | +113.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling