+14,135.5%
AMZN vs AVAV
+351.0%
+13,784.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.5% | -10.8% | -2.1% |
| 7D | +7.9% | -10.6% | +18.5% | +9.5% |
| 30D | -0.2% | -18.8% | +18.6% | +2.7% |
| 3M | -4.8% | -34.1% | +29.3% | +1.1% |
| 6M | -5.7% | -35.3% | +29.6% | -1.1% |
| YTD | +12.3% | -53.4% | +65.7% | +21.9% |
| 1Y | +6.7% | -65.6% | +72.3% | +21.7% |
| 3Y | +85.6% | -5.1% | +90.6% | +67.7% |
| 5Y | +47.4% | +18.5% | +28.9% | +23.0% |
| 10Y | +586.8% | +369.8% | +217.0% | +299.0% |
| All | +14,135.5% | +351.0% | +13,784.5% | +6,892.7% |
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 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