+1,025.6%
AON vs AVAV
+478.6%
+547.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -9.1% | -2.2% | -6.9% | -8.9% |
| 30D | -10.2% | -13.9% | +3.7% | -8.9% |
| 3M | +0.5% | -29.2% | +29.7% | +3.4% |
| 6M | -4.8% | -36.1% | +31.3% | -1.6% |
| YTD | -8.0% | -40.2% | +32.2% | -5.3% |
| 1Y | -13.1% | -36.2% | +23.1% | -12.0% |
| 3Y | -1.3% | +47.5% | -48.8% | -14.2% |
| 5Y | +14.9% | +39.3% | -24.4% | -2.5% |
| 10Y | +214.9% | +482.6% | -267.7% | +103.7% |
| All | +1,025.6% | +478.6% | +547.0% | +556.0% |
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 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