+13.6%
AON vs AVAV
+44.7%
-31.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.9% | -5.1% | -2.4% |
| 7D | -3.2% | +3.2% | -6.4% | -3.4% |
| 30D | -11.9% | -20.3% | +8.5% | -10.8% |
| 3M | -2.9% | -19.4% | +16.6% | -2.1% |
| 6M | -6.8% | -35.3% | +28.4% | -5.2% |
| YTD | -10.1% | -38.5% | +28.4% | -8.9% |
| 1Y | -14.2% | -37.2% | +23.0% | -13.7% |
| 3Y | -3.3% | +31.1% | -34.4% | -12.4% |
| 5Y | +13.6% | +41.0% | -27.4% | -7.8% |
| All | +13.6% | +44.7% | -31.1% | -7.8% |
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