+10.0%
APD vs AVAV
+18.1%
-8.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +10.5% | -12.0% | -2.1% |
| 7D | -3.7% | -10.6% | +6.9% | -3.1% |
| 30D | +9.6% | -18.8% | +28.4% | +10.8% |
| 3M | +1.6% | -34.1% | +35.7% | +4.0% |
| 6M | +2.2% | -35.3% | +37.5% | +4.0% |
| YTD | +25.9% | -53.4% | +79.2% | +29.6% |
| 1Y | +20.1% | -65.6% | +85.8% | +26.3% |
| 3Y | +12.4% | -5.1% | +17.5% | +4.5% |
| All | +10.0% | +18.1% | -8.2% | -4.1% |
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