+2,627.4%
AMD vs AVAV
+478.6%
+2,148.8%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.7% | +6.4% | +5.2% |
| 7D | +2.6% | -2.2% | +4.8% | +3.2% |
| 30D | -0.9% | -13.9% | +13.0% | +2.7% |
| 3M | -8.7% | -29.2% | +20.5% | -1.7% |
| 6M | +136.3% | -36.1% | +172.5% | +158.0% |
| YTD | +123.0% | -40.2% | +163.2% | +141.7% |
| 1Y | +195.2% | -36.2% | +231.4% | +212.2% |
| 3Y | +336.3% | +47.5% | +288.8% | +241.7% |
| 5Y | +334.5% | +39.3% | +295.2% | +228.7% |
| 10Y | +6,259.1% | +482.6% | +5,776.6% | +2,765.6% |
| All | +2,627.4% | +478.6% | +2,148.8% | +936.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling