+337.5%
AMD vs AVAV
+39.7%
+297.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +5.1% |
| 7D | +2.6% | -2.2% | +4.8% | +3.1% |
| 30D | -0.9% | -13.9% | +13.0% | +2.5% |
| 3M | -8.7% | -29.2% | +20.5% | -2.1% |
| 6M | +136.3% | -36.1% | +172.5% | +156.3% |
| YTD | +123.0% | -40.2% | +163.2% | +139.6% |
| 1Y | +195.2% | -36.2% | +231.4% | +211.0% |
| 3Y | +336.3% | +47.5% | +288.8% | +241.6% |
| All | +337.5% | +39.7% | +297.9% | +201.9% |
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