+36.1%
ALNY vs AVAV
+33.5%
+2.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.6% | -0.1% |
| 7D | -3.5% | -3.2% | -0.4% | -3.2% |
| 30D | +18.9% | -25.6% | +44.5% | +23.3% |
| 3M | -13.3% | -20.2% | +6.9% | -11.7% |
| 6M | -20.3% | -38.1% | +17.8% | -16.6% |
| YTD | -35.1% | -41.8% | +6.7% | -32.5% |
| 1Y | -46.5% | -39.0% | -7.4% | -45.3% |
| 3Y | +28.1% | +24.1% | +4.0% | +9.4% |
| 5Y | +36.1% | +53.0% | -17.0% | +10.7% |
| All | +36.1% | +33.5% | +2.5% | +10.7% |
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