+88.8%
APA vs AVAV
+31.5%
+57.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.9% | +4.8% | +2.3% |
| 7D | +9.6% | +18.4% | -8.8% | +7.3% |
| 30D | -0.2% | -4.9% | +4.7% | +0.1% |
| 3M | +19.8% | -37.7% | +57.5% | +25.9% |
| 6M | +30.1% | -28.4% | +58.5% | +32.4% |
| YTD | +100.4% | -50.0% | +150.5% | +110.0% |
| 1Y | +105.2% | -62.6% | +167.8% | +125.1% |
| 3Y | +44.6% | -0.6% | +45.2% | +23.1% |
| 5Y | +88.8% | +31.9% | +56.9% | +37.4% |
| All | +88.8% | +31.5% | +57.3% | +37.4% |
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