+87.0%
AMZN vs AVAV
-3.9%
+90.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | 0.0% |
| 7D | +2.8% | +4.2% | -1.4% | +2.3% |
| 30D | +5.0% | -2.6% | +7.5% | +4.8% |
| 3M | +0.6% | -38.0% | +38.5% | +5.3% |
| 6M | -1.3% | -27.0% | +25.7% | +0.6% |
| YTD | +15.5% | -51.4% | +66.9% | +21.8% |
| 1Y | +12.2% | -60.2% | +72.5% | +21.1% |
| 3Y | +87.0% | -6.7% | +93.7% | +76.7% |
| All | +87.0% | -3.9% | +90.9% | +76.7% |
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