-99.8%
AMIX vs AVAV
+18.4%
-118.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.4% |
| 7D | -13.7% | -2.2% | -11.5% | -13.1% |
| 30D | -62.1% | -13.9% | -48.1% | -60.5% |
| 3M | -46.2% | -29.2% | -16.9% | -42.7% |
| 6M | -46.4% | -36.1% | -10.3% | -42.6% |
| YTD | -60.3% | -40.2% | -20.1% | -57.4% |
| 1Y | -79.7% | -36.2% | -43.5% | -78.1% |
| All | -99.8% | +18.4% | -118.1% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling