-99.9%
AMIX vs AVAV
+1.1%
-101.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.7% | +11.5% | +9.7% |
| 7D | +11.4% | 0.0% | +11.5% | +11.1% |
| 30D | -40.5% | -9.9% | -30.6% | -38.8% |
| 3M | -80.1% | -34.7% | -45.4% | -77.4% |
| 6M | -74.8% | -26.6% | -48.2% | -72.9% |
| YTD | -84.0% | -48.9% | -35.0% | -82.1% |
| 1Y | -89.7% | -63.0% | -26.7% | -88.0% |
| All | -99.9% | +1.1% | -101.0% | -99.9% |
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