-99.3%
AMC vs AVAV
+18.1%
-117.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.5% | -8.5% | 0.0% |
| 7D | +2.6% | -10.6% | +13.2% | +4.6% |
| 30D | +9.0% | -18.8% | +27.8% | +13.0% |
| 3M | +22.2% | -34.1% | +56.3% | +31.0% |
| 6M | +91.5% | -35.3% | +126.8% | +102.9% |
| YTD | +101.3% | -53.4% | +154.7% | +120.6% |
| 1Y | +20.8% | -65.6% | +86.4% | +41.9% |
| 3Y | -71.3% | -5.1% | -66.3% | -75.6% |
| All | -99.3% | +18.1% | -117.5% | -99.6% |
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