+205.6%
AON vs AVAV
+478.0%
-272.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -5.4% | +1.8% | -3.0% |
| 7D | -7.9% | -3.2% | -4.8% | -7.7% |
| 30D | -14.6% | -25.6% | +10.9% | -12.5% |
| 3M | -7.9% | -20.2% | +12.3% | -6.7% |
| 6M | -8.0% | -38.1% | +30.0% | -5.2% |
| YTD | -13.2% | -41.8% | +28.6% | -11.0% |
| 1Y | -16.4% | -39.0% | +22.6% | -15.3% |
| 3Y | -6.7% | +24.1% | -30.7% | -16.1% |
| 5Y | +8.0% | +53.0% | -45.0% | -8.4% |
| 10Y | +205.6% | +493.8% | -288.2% | +113.0% |
| All | +205.6% | +478.0% | -272.4% | +113.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling