+1,072.8%
AON vs AVAV
+407.8%
+664.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +12.6% | -12.3% | -1.1% |
| 7D | +0.7% | +3.2% | -2.4% | +0.1% |
| 30D | +23.1% | -7.4% | +30.5% | +23.6% |
| 3M | -6.0% | -32.0% | +26.0% | -2.6% |
| 6M | +7.9% | -24.6% | +32.4% | +9.3% |
| YTD | -4.1% | -47.5% | +43.4% | -0.4% |
| 1Y | -2.3% | -61.5% | +59.2% | +5.0% |
| 3Y | +3.4% | +5.5% | -2.0% | -6.2% |
| 5Y | +17.1% | +35.7% | -18.6% | -0.9% |
| 10Y | +230.6% | +379.1% | -148.5% | +118.2% |
| All | +1,072.8% | +407.8% | +664.9% | +589.9% |
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