+26.6%
APD vs AVAV
+2.7%
+23.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.6% | -10.5% | +1.5% |
| 7D | -1.6% | +3.2% | -4.7% | -1.8% |
| 30D | +10.6% | -7.4% | +18.0% | +10.8% |
| 3M | +2.5% | -32.0% | +34.5% | +4.1% |
| 6M | +6.0% | -24.6% | +30.5% | +6.5% |
| YTD | +28.4% | -47.5% | +76.0% | +30.3% |
| 1Y | +22.2% | -61.5% | +83.6% | +25.8% |
| 3Y | +26.6% | +5.5% | +21.1% | +16.7% |
| All | +26.6% | +2.7% | +23.8% | +16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling