+47.3%
AMZN vs AVAV
+39.7%
+7.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.6% | +0.1% |
| 7D | -3.0% | -2.2% | -0.7% | -2.6% |
| 30D | -5.2% | -13.9% | +8.7% | -3.3% |
| 3M | +1.9% | -29.2% | +31.1% | +6.2% |
| 6M | +19.2% | -36.1% | +55.4% | +25.3% |
| YTD | +12.0% | -40.2% | +52.2% | +17.1% |
| 1Y | +9.7% | -36.2% | +45.9% | +12.3% |
| 3Y | +87.2% | +47.5% | +39.6% | +50.9% |
| All | +47.3% | +39.7% | +7.7% | +9.5% |
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