+117.1%
AMAT vs AVAV
+7.1%
+110.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -9.8% | -3.7% | -11.6% |
| 7D | -24.3% | -24.3% | 0.0% | -20.0% |
| 30D | -39.8% | -28.9% | -10.9% | -35.7% |
| 3M | -40.2% | -39.3% | -0.9% | -34.6% |
| 6M | -22.1% | -38.8% | +16.7% | -16.3% |
| YTD | +24.7% | -57.8% | +82.5% | +40.6% |
| 1Y | +33.3% | -70.9% | +104.2% | +61.9% |
| 3Y | +133.9% | -14.8% | +148.7% | +116.0% |
| 5Y | +117.1% | +7.3% | +109.8% | +73.3% |
| All | +117.1% | +7.1% | +110.0% | +73.3% |
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 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